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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 | $26,448 | $63,346-58.2% | $92,240-71.3% | $70,126-62.3% |
| Participation rate | 35.8% | 68.7%-32.9pp | 76.5%-40.7pp | 69.5%-33.7pp |
| Annual return | 11.69% | 530.19%-518.5pp | 176.29%-164.6pp | 73.15%-61.5pp |
| Employer contribution / active EE | $1,005 | $2,471-59.3% | $3,680-72.7% | $2,343-57.1% |
| Participant deferral / active EE | $1,100 | $2,854-61.5% | $3,897-71.8% | $3,332-67.0% |
| Admin fee / account holder | $7,548 | $3,841+96.5% | $5,194+45.3% | $4,645+62.5% |