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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 | $47,207 | $282,059-83.3% | $213,469-77.9% | $154,746-69.5% |
| Participation rate | 8.3% | 82.7%-74.3pp | 77.1%-68.8pp | 80.7%-72.4pp |
| Annual return | 8.56% | 20.90%-12.3pp | 20.58%-12.0pp | 172.34%-163.8pp |
| Employer contribution / active EE | $0 | $6,189-100.0% | $4,994-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,446 | $8,186-70.1% | $6,841-64.2% | $6,730-63.7% |
| Admin fee / account holder | $24,821 | $37,435-33.7% | $27,141-8.5% | $14,365+72.8% |