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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 | $49,266 | $161,352-69.5% | $134,172-63.3% | $137,256-64.1% |
| Participation rate | 14.3% | 78.3%-64.0pp | 72.5%-58.2pp | 80.0%-65.7pp |
| Annual return | 6.85% | 28.72%-21.9pp | 25.30%-18.4pp | 220.34%-213.5pp |
| Employer contribution / active EE | $963 | $4,099-76.5% | $3,420-71.9% | $4,156-76.8% |
| Participant deferral / active EE | $204 | $5,552-96.3% | $4,690-95.7% | $6,407-96.8% |
| Admin fee / account holder | $44,783 | $15,028+198.0% | $12,016+272.7% | $12,270+265.0% |