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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 | $102,429-43.5% | $147,096-60.6% | $80,925-28.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 9.34% | 135.02%-125.7pp | 419.75%-410.4pp | 35.65%-26.3pp |
| Employer contribution / active EE | $1,288 | $3,716-65.3% | $4,936-73.9% | $2,756-53.3% |
| Participant deferral / active EE | $2,482 | $6,649-62.7% | $8,071-69.3% | $4,299-42.3% |
| Admin fee / account holder | $13,388 | $7,957+68.3% | $13,005+2.9% | $6,940+92.9% |