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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 | $58,717 | $98,760-40.5% | $149,715-60.8% | $79,858-26.5% |
| Participation rate | 47.1% | 75.8%-28.7pp | 82.5%-35.4pp | 69.6%-22.6pp |
| Annual return | 4.13% | 27.43%-23.3pp | 276.66%-272.5pp | 31.72%-27.6pp |
| Employer contribution / active EE | $772 | $3,217-76.0% | $4,645-83.4% | $2,471-68.7% |
| Participant deferral / active EE | $2,290 | $5,681-59.7% | $6,842-66.5% | $3,740-38.8% |
| Admin fee / account holder | $5,859 | $6,053-3.2% | $9,310-37.1% | $5,306+10.4% |