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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 | $42,253 | $102,422-58.7% | $147,117-71.3% | $80,959-47.8% |
| Participation rate | 32.3% | 75.9%-43.6pp | 82.2%-49.9pp | 67.7%-35.4pp |
| Annual return | 11.44% | 135.16%-123.7pp | 420.54%-409.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,818 | $3,717-51.1% | $4,932-63.1% | $2,757-34.0% |
| Participant deferral / active EE | $1,200 | $6,652-82.0% | $8,065-85.1% | $4,300-72.1% |
| Admin fee / account holder | $1,105 | $7,953-86.1% | $12,993-91.5% | $6,925-84.0% |