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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 | $51,031 | $78,670-35.1% | $109,173-53.3% | $85,847-40.6% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 11.25% | 25.09%-13.8pp | 25.75%-14.5pp | 318.61%-307.4pp |
| Employer contribution / active EE | $4,542 | $2,734+66.1% | $3,723+22.0% | $2,565+77.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,264 | $5,469-58.6% | $6,755-66.5% | $6,261-63.8% |