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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 | $43,454 | $85,766-49.3% | $136,298-68.1% | $70,126-38.0% |
| Participation rate | 16.3% | 74.2%-57.8pp | 81.9%-65.6pp | 69.5%-53.2pp |
| Annual return | 12.94% | 31.46%-18.5pp | 5156.27%-5143.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | $561 | $2,966-81.1% | $4,696-88.1% | $2,343-76.0% |
| Participant deferral / active EE | $1,155 | $5,051-77.1% | $6,247-81.5% | $3,332-65.3% |
| Admin fee / account holder | $3,198 | $5,421-41.0% | $9,244-65.4% | $4,645-31.2% |