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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 | $42,997 | $38,967+10.3% | $86,233-50.1% | $79,634-46.0% |
| Participation rate | 10.5% | 34.1%-23.5pp | 69.0%-58.5pp | 62.5%-52.0pp |
| Annual return | 12.49% | 49.90%-37.4pp | 61.39%-48.9pp | 36.46%-24.0pp |
| Employer contribution / active EE | $1,082 | $868+24.6% | $2,504-56.8% | $2,529-57.2% |
| Participant deferral / active EE | $0 | $1,663-100.0% | $4,559-100.0% | $3,835-100.0% |
| Admin fee / account holder | $6,501 | $2,660+144.4% | $8,342-22.1% | $1,002+548.9% |