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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 | $37,622 | $68,398-45.0% | $94,664-60.3% | $75,173-50.0% |
| Participation rate | 51.6% | 76.1%-24.5pp | 80.8%-29.2pp | 67.2%-15.6pp |
| Annual return | 15.53% | 616.72%-601.2pp | 156.84%-141.3pp | 160.72%-145.2pp |
| Employer contribution / active EE | $2,079 | $2,701-23.0% | $3,673-43.4% | $2,671-22.2% |
| Participant deferral / active EE | $351 | $6,537-94.6% | $7,417-95.3% | $4,126-91.5% |
| Admin fee / account holder | $1,435 | $5,324-73.1% | $7,222-80.1% | $5,651-74.6% |