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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,065 | $85,766-41.6% | $136,298-63.3% | $70,126-28.6% |
| Participation rate | 51.7% | 74.2%-22.4pp | 81.9%-30.2pp | 69.5%-17.8pp |
| Annual return | 9.64% | 31.46%-21.8pp | 5156.27%-5146.6pp | 73.15%-63.5pp |
| Employer contribution / active EE | $912 | $2,966-69.3% | $4,696-80.6% | $2,343-61.1% |
| Participant deferral / active EE | $942 | $5,051-81.3% | $6,247-84.9% | $3,332-71.7% |
| Admin fee / account holder | $4,845 | $5,421-10.6% | $9,244-47.6% | $4,645+4.3% |