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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 | $68,105 | $102,429-33.5% | $147,096-53.7% | $80,925-15.8% |
| Participation rate | 40.0% | 75.9%-35.9pp | 82.2%-42.2pp | 67.7%-27.7pp |
| Annual return | 10.72% | 135.02%-124.3pp | 419.75%-409.0pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,004 | $3,716-73.0% | $4,936-79.7% | $2,756-63.6% |
| Participant deferral / active EE | $1,419 | $6,649-78.7% | $8,071-82.4% | $4,299-67.0% |
| Admin fee / account holder | $10,545 | $7,957+32.5% | $13,005-18.9% | $6,940+51.9% |