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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 | $77,021 | $102,422-24.8% | $147,117-47.6% | $80,959-4.9% |
| Participation rate | 52.9% | 75.9%-22.9pp | 82.2%-29.2pp | 67.7%-14.7pp |
| Annual return | 10.88% | 135.16%-124.3pp | 420.54%-409.7pp | 35.67%-24.8pp |
| Employer contribution / active EE | $2,270 | $3,717-38.9% | $4,932-54.0% | $2,757-17.7% |
| Participant deferral / active EE | $2,189 | $6,652-67.1% | $8,065-72.9% | $4,300-49.1% |
| Admin fee / account holder | $2,085 | $7,953-73.8% | $12,993-84.0% | $6,925-69.9% |