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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 | $69,158 | $102,385-32.5% | $147,080-53.0% | $80,935-14.6% |
| Participation rate | 34.1% | 75.9%-41.8pp | 82.2%-48.1pp | 67.7%-33.6pp |
| Annual return | 7.88% | 135.09%-127.2pp | 420.17%-412.3pp | 35.66%-27.8pp |
| Employer contribution / active EE | $1,245 | $3,717-66.5% | $4,933-74.8% | $2,757-54.8% |
| Participant deferral / active EE | $2,396 | $6,651-64.0% | $8,066-70.3% | $4,299-44.3% |
| Admin fee / account holder | $36,620 | $7,951+360.6% | $12,989+181.9% | $6,924+428.9% |