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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 | $102,429-24.8% | $147,096-47.6% | $80,925-4.8% |
| Participation rate | 52.9% | 75.9%-22.9pp | 82.2%-29.2pp | 67.7%-14.7pp |
| Annual return | 10.88% | 135.02%-124.1pp | 419.75%-408.9pp | 35.65%-24.8pp |
| Employer contribution / active EE | $2,270 | $3,716-38.9% | $4,936-54.0% | $2,756-17.7% |
| Participant deferral / active EE | $2,189 | $6,649-67.1% | $8,071-72.9% | $4,299-49.1% |
| Admin fee / account holder | $2,085 | $7,957-73.8% | $13,005-84.0% | $6,940-70.0% |