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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 | $52,433 | $102,382-48.8% | $147,005-64.3% | $80,874-35.2% |
| Participation rate | 39.5% | 75.8%-36.3pp | 82.2%-42.6pp | 67.6%-28.1pp |
| Annual return | 8.13% | 134.89%-126.8pp | 418.76%-410.6pp | 35.62%-27.5pp |
| Employer contribution / active EE | $965 | $3,715-74.0% | $4,934-80.4% | $2,756-65.0% |
| Participant deferral / active EE | $1,517 | $6,646-77.2% | $8,070-81.2% | $4,297-64.7% |
| Admin fee / account holder | $5,122 | $7,942-35.5% | $13,006-60.6% | $6,935-26.1% |