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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 | $37,762 | $107,666-64.9% | $102,184-63.0% | $154,746-75.6% |
| Participation rate | 62.5% | 83.7%-21.2pp | 82.6%-20.1pp | 80.7%-18.2pp |
| Annual return | 7.12% | 29.33%-22.2pp | 31.58%-24.5pp | 172.34%-165.2pp |
| Employer contribution / active EE | $1,336 | $3,846-65.3% | $3,594-62.8% | $4,379-69.5% |
| Participant deferral / active EE | $1,500 | $8,719-82.8% | $8,309-82.0% | $6,730-77.7% |
| Admin fee / account holder | $47,206 | $12,943+264.7% | $11,609+306.6% | $14,365+228.6% |