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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 | $55,670 | $117,895-52.8% | $102,460-45.7% | $145,897-61.8% |
| Participation rate | 55.0% | 78.6%-23.6pp | 76.5%-21.5pp | 80.3%-25.3pp |
| Annual return | 7.29% | 31.92%-24.6pp | 29.47%-22.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $969 | $3,619-73.2% | $3,025-68.0% | $4,663-79.2% |
| Participant deferral / active EE | $1,203 | $5,736-79.0% | $5,056-76.2% | $6,689-82.0% |
| Admin fee / account holder | $9,968 | $13,353-25.4% | $9,460+5.4% | $13,390-25.6% |