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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 | $32,866 | $93,345-64.8% | $119,126-72.4% | $87,485-62.4% |
| Participation rate | 48.8% | 68.7%-19.9pp | 75.8%-27.0pp | 68.9%-20.1pp |
| Annual return | 11.63% | 19.08%-7.5pp | 282.11%-270.5pp | 26.06%-14.4pp |
| Employer contribution / active EE | $1,349 | $3,172-57.5% | $4,034-66.6% | $2,596-48.0% |
| Participant deferral / active EE | $1,070 | $4,099-73.9% | $5,318-79.9% | $4,274-75.0% |
| Admin fee / account holder | $2,418 | $8,039-69.9% | $10,693-77.4% | $7,775-68.9% |