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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 | $54,566 | $102,382-46.7% | $147,005-62.9% | $80,874-32.5% |
| Participation rate | 32.0% | 75.8%-43.8pp | 82.2%-50.2pp | 67.6%-35.6pp |
| Annual return | 11.67% | 134.89%-123.2pp | 418.76%-407.1pp | 35.62%-23.9pp |
| Employer contribution / active EE | $870 | $3,715-76.6% | $4,934-82.4% | $2,756-68.4% |
| Participant deferral / active EE | $1,876 | $6,646-71.8% | $8,070-76.7% | $4,297-56.3% |
| Admin fee / account holder | $3,287 | $7,942-58.6% | $13,006-74.7% | $6,935-52.6% |