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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 | $34,550 | $102,422-66.3% | $147,117-76.5% | $80,959-57.3% |
| Participation rate | 39.4% | 75.9%-36.5pp | 82.2%-42.8pp | 67.7%-28.3pp |
| Annual return | 11.30% | 135.16%-123.9pp | 420.54%-409.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,116 | $3,717-70.0% | $4,932-77.4% | $2,757-59.5% |
| Participant deferral / active EE | $1,356 | $6,652-79.6% | $8,065-83.2% | $4,300-68.5% |
| Admin fee / account holder | $6,778 | $7,953-14.8% | $12,993-47.8% | $6,925-2.1% |