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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 | $50,211 | $64,324-21.9% | $118,946-57.8% | $79,852-37.1% |
| Participation rate | 55.9% | 64.9%-9.0pp | 75.4%-19.5pp | 69.6%-13.8pp |
| Annual return | 8.63% | 86.45%-77.8pp | 35.89%-27.3pp | 31.72%-23.1pp |
| Employer contribution / active EE | $2,346 | $1,836+27.8% | $3,263-28.1% | $2,471-5.1% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,025 | $4,040+73.9% | $6,581+6.7% | $5,306+32.4% |