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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 | $47,777 | $98,766-51.6% | $149,730-68.1% | $79,852-40.2% |
| Participation rate | 22.7% | 75.8%-53.1pp | 82.5%-59.8pp | 69.6%-46.9pp |
| Annual return | 11.51% | 27.43%-15.9pp | 276.70%-265.2pp | 31.72%-20.2pp |
| Employer contribution / active EE | $725 | $3,217-77.5% | $4,645-84.4% | $2,471-70.7% |
| Participant deferral / active EE | $1,592 | $5,681-72.0% | $6,843-76.7% | $3,740-57.4% |
| Admin fee / account holder | $17,313 | $6,052+186.1% | $9,310+85.9% | $5,306+226.3% |