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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 | $51,803 | $89,367-42.0% | $141,191-63.3% | $72,975-29.0% |
| Participation rate | 42.7% | 75.1%-32.5pp | 82.5%-39.8pp | 69.5%-26.8pp |
| Annual return | 17.94% | 111.87%-93.9pp | 71.41%-53.5pp | 81.01%-63.1pp |
| Employer contribution / active EE | $725 | $3,115-76.7% | $4,736-84.7% | $2,440-70.3% |
| Participant deferral / active EE | $2,000 | $5,419-63.1% | $6,710-70.2% | $3,608-44.6% |
| Admin fee / account holder | $6,826 | $5,957+14.6% | $10,264-33.5% | $5,124+33.2% |