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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 | $57,903 | $102,422-43.5% | $147,117-60.6% | $80,959-28.5% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 9.34% | 135.16%-125.8pp | 420.54%-411.2pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,288 | $3,717-65.4% | $4,932-73.9% | $2,757-53.3% |
| Participant deferral / active EE | $2,482 | $6,652-62.7% | $8,065-69.2% | $4,300-42.3% |
| Admin fee / account holder | $13,388 | $7,953+68.3% | $12,993+3.0% | $6,925+93.3% |