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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 | $42,149 | $102,429-58.9% | $147,096-71.3% | $80,925-47.9% |
| Participation rate | 55.4% | 75.9%-20.5pp | 82.2%-26.8pp | 67.7%-12.3pp |
| Annual return | 11.36% | 135.02%-123.7pp | 419.75%-408.4pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,329 | $3,716-64.2% | $4,936-73.1% | $2,756-51.8% |
| Participant deferral / active EE | $2,555 | $6,649-61.6% | $8,071-68.3% | $4,299-40.6% |
| Admin fee / account holder | $3,933 | $7,957-50.6% | $13,005-69.8% | $6,940-43.3% |