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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 | $45,889 | $102,385-55.2% | $147,080-68.8% | $80,935-43.3% |
| Participation rate | 56.8% | 75.9%-19.1pp | 82.2%-25.4pp | 67.7%-10.8pp |
| Annual return | 11.49% | 135.09%-123.6pp | 420.17%-408.7pp | 35.66%-24.2pp |
| Employer contribution / active EE | $2,182 | $3,717-41.3% | $4,933-55.8% | $2,757-20.8% |
| Participant deferral / active EE | $2,545 | $6,651-61.7% | $8,066-68.4% | $4,299-40.8% |
| Admin fee / account holder | $707 | $7,951-91.1% | $12,989-94.6% | $6,924-89.8% |