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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 | $102,393-35.0% | $147,041-54.7% | $80,911-17.8% |
| Participation rate | 52.5% | 75.9%-23.4pp | 82.2%-29.7pp | 67.6%-15.1pp |
| Annual return | 10.88% | 134.95%-124.1pp | 419.21%-408.3pp | 35.63%-24.8pp |
| Employer contribution / active EE | $1,109 | $3,715-70.1% | $4,935-77.5% | $2,756-59.7% |
| Participant deferral / active EE | $2,160 | $6,647-67.5% | $8,071-73.2% | $4,297-49.7% |
| Admin fee / account holder | $20,837 | $7,943+162.3% | $13,006+60.2% | $6,935+200.5% |