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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 | $36,619 | $102,429-64.2% | $147,096-75.1% | $80,925-54.7% |
| Participation rate | 44.0% | 75.9%-31.9pp | 82.2%-38.2pp | 67.7%-23.7pp |
| Annual return | 10.92% | 135.02%-124.1pp | 419.75%-408.8pp | 35.65%-24.7pp |
| Employer contribution / active EE | $1,375 | $3,716-63.0% | $4,936-72.1% | $2,756-50.1% |
| Participant deferral / active EE | $1,915 | $6,649-71.2% | $8,071-76.3% | $4,299-55.5% |
| Admin fee / account holder | $3,556 | $7,957-55.3% | $13,005-72.7% | $6,940-48.8% |