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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 | $102,385-48.8% | $147,080-64.4% | $80,935-35.2% |
| Participation rate | 39.5% | 75.9%-36.3pp | 82.2%-42.6pp | 67.7%-28.1pp |
| Annual return | 8.13% | 135.09%-127.0pp | 420.17%-412.0pp | 35.66%-27.5pp |
| Employer contribution / active EE | $965 | $3,717-74.0% | $4,933-80.4% | $2,757-65.0% |
| Participant deferral / active EE | $1,517 | $6,651-77.2% | $8,066-81.2% | $4,299-64.7% |
| Admin fee / account holder | $5,122 | $7,951-35.6% | $12,989-60.6% | $6,924-26.0% |