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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 | $66,540 | $102,422-35.0% | $147,117-54.8% | $80,959-17.8% |
| Participation rate | 52.5% | 75.9%-23.4pp | 82.2%-29.7pp | 67.7%-15.2pp |
| Annual return | 10.88% | 135.16%-124.3pp | 420.54%-409.7pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,109 | $3,717-70.2% | $4,932-77.5% | $2,757-59.8% |
| Participant deferral / active EE | $2,160 | $6,652-67.5% | $8,065-73.2% | $4,300-49.8% |
| Admin fee / account holder | $20,837 | $7,953+162.0% | $12,993+60.4% | $6,925+200.9% |