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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 | $54,484 | $79,181-31.2% | $102,423-46.8% | $74,429-26.8% |
| Participation rate | 31.5% | 74.8%-43.3pp | 76.5%-45.0pp | 67.2%-35.7pp |
| Annual return | 9.17% | 54.97%-45.8pp | 29.42%-20.3pp | 1368.38%-1359.2pp |
| Employer contribution / active EE | $818 | $2,362-65.4% | $3,023-72.9% | $2,625-68.8% |
| Participant deferral / active EE | $1,282 | $4,416-71.0% | $5,054-74.6% | $4,348-70.5% |
| Admin fee / account holder | $15,532 | $2,002+675.9% | $9,455+64.3% | $1,944+698.9% |