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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 | $117,829-52.8% | $102,423-45.6% | $145,877-61.8% |
| Participation rate | 55.0% | 78.6%-23.6pp | 76.5%-21.5pp | 80.3%-25.3pp |
| Annual return | 7.29% | 31.83%-24.5pp | 29.42%-22.1pp | 551.28%-544.0pp |
| Employer contribution / active EE | $969 | $3,615-73.2% | $3,023-67.9% | $4,663-79.2% |
| Participant deferral / active EE | $1,203 | $5,732-79.0% | $5,054-76.2% | $6,691-82.0% |
| Admin fee / account holder | $9,968 | $13,335-25.3% | $9,455+5.4% | $13,402-25.6% |