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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 | $46,187 | $70,684-34.7% | $169,397-72.7% | $75,177-38.6% |
| Participation rate | 66.7% | 64.8%+1.9pp | 77.2%-10.5pp | 67.2%-0.5pp |
| Annual return | 13.31% | 36.38%-23.1pp | 406.23%-392.9pp | 160.75%-147.4pp |
| Employer contribution / active EE | $1,562 | $2,211-29.4% | $4,013-61.1% | $2,671-41.5% |
| Participant deferral / active EE | $1,079 | $4,310-75.0% | $6,223-82.7% | $4,126-73.9% |
| Admin fee / account holder | $4,824 | $5,404-10.7% | $9,017-46.5% | $5,651-14.6% |