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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 | $32,870 | $102,422-67.9% | $147,117-77.7% | $80,959-59.4% |
| Participation rate | 53.7% | 75.9%-22.2pp | 82.2%-28.5pp | 67.7%-14.0pp |
| Annual return | 6.21% | 135.16%-128.9pp | 420.54%-414.3pp | 35.67%-29.5pp |
| Employer contribution / active EE | $1,054 | $3,717-71.6% | $4,932-78.6% | $2,757-61.8% |
| Participant deferral / active EE | $2,337 | $6,652-64.9% | $8,065-71.0% | $4,300-45.7% |
| Admin fee / account holder | $25,226 | $7,953+217.2% | $12,993+94.2% | $6,925+264.3% |