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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 | $49,998 | $82,882-39.7% | $127,803-60.9% | $72,983-31.5% |
| Participation rate | 62.2% | 71.5%-9.3pp | 79.0%-16.8pp | 69.5%-7.3pp |
| Annual return | 17.07% | 32.20%-15.1pp | 26.14%-9.1pp | 81.01%-63.9pp |
| Employer contribution / active EE | $4,459 | $3,346+33.3% | $4,576-2.5% | $2,440+82.8% |
| Participant deferral / active EE | $0 | $4,791-100.0% | $6,023-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,335 | $6,487-64.0% | $9,399-75.2% | $5,124-54.4% |