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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 | $54,040 | $100,938-46.5% | $90,461-40.3% | $158,982-66.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 4.22% | 1727.20%-1723.0pp | 1294.76%-1290.5pp | 302.99%-298.8pp |
| Employer contribution / active EE | $744 | $3,691-79.8% | $3,264-77.2% | $4,763-84.4% |
| Participant deferral / active EE | $744 | $4,350-82.9% | $3,964-81.2% | $5,983-87.6% |
| Admin fee / account holder | $6,911 | $6,510+6.2% | $5,617+23.0% | $11,252-38.6% |