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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 | $75,128 | $148,623-49.5% | $135,974-44.7% | $139,466-46.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 9.56% | 79.30%-69.7pp | 68.30%-58.7pp | 373.66%-364.1pp |
| Employer contribution / active EE | $3,650 | $5,246-30.4% | $4,859-24.9% | $4,754-23.2% |
| Participant deferral / active EE | $900 | $8,103-88.9% | $7,760-88.4% | $6,712-86.6% |
| Admin fee / account holder | $18,416 | $12,406+48.5% | $10,767+71.1% | $11,409+61.4% |