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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 | $66,913 | $91,538-26.9% | $130,014-48.5% | $75,173-11.0% |
| Participation rate | 54.0% | 71.4%-17.4pp | 78.5%-24.5pp | 67.2%-13.2pp |
| Annual return | 10.02% | -631.11%+641.1pp | -137.22%+147.2pp | 160.65%-150.6pp |
| Employer contribution / active EE | $1,264 | $2,845-55.6% | $4,320-70.8% | $2,670-52.7% |
| Participant deferral / active EE | $1,646 | $4,341-62.1% | $5,821-71.7% | $4,126-60.1% |
| Admin fee / account holder | $492 | $6,790-92.8% | $10,616-95.4% | $5,651-91.3% |