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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 | $46,695 | $73,532-36.5% | $178,540-73.8% | $74,459-37.3% |
| Participation rate | 54.4% | 66.6%-12.2pp | 77.1%-22.7pp | 67.2%-12.8pp |
| Annual return | 5.55% | 17.51%-12.0pp | 27.15%-21.6pp | 1369.70%-1364.2pp |
| Employer contribution / active EE | $944 | $2,221-57.5% | $3,953-76.1% | $2,626-64.0% |
| Participant deferral / active EE | $1,512 | $4,519-66.5% | $6,281-75.9% | $4,350-65.2% |
| Admin fee / account holder | $1,600 | $1,813-11.7% | $10,424-84.6% | $1,945-17.7% |