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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 | $52,171 | $91,559-43.0% | $133,971-61.1% | $79,852-34.7% |
| Participation rate | 67.3% | 73.3%-6.1pp | 79.8%-12.6pp | 69.6%-2.4pp |
| Annual return | 7.64% | 61.85%-54.2pp | 45.09%-37.5pp | 31.72%-24.1pp |
| Employer contribution / active EE | $707 | $2,384-70.3% | $3,919-82.0% | $2,471-71.4% |
| Participant deferral / active EE | $1,477 | $3,734-60.4% | $5,047-70.7% | $3,740-60.5% |
| Admin fee / account holder | $6,044 | $6,321-4.4% | $8,929-32.3% | $5,306+13.9% |