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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 | $26,915 | $65,555-58.9% | $86,216-68.8% | $75,173-64.2% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 12.00% | 46.07%-34.1pp | 1169.42%-1157.4pp | 160.72%-148.7pp |
| Employer contribution / active EE | $838 | $1,553-46.0% | $2,382-64.8% | $2,671-68.6% |
| Participant deferral / active EE | $1,154 | $3,023-61.8% | $3,986-71.1% | $4,126-72.0% |
| Admin fee / account holder | $18,339 | $5,469+235.3% | $6,853+167.6% | $5,651+224.6% |