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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 | $25,893 | $102,422-74.7% | $147,117-82.4% | $80,959-68.0% |
| Participation rate | 26.9% | 75.9%-49.0pp | 82.2%-55.3pp | 67.7%-40.7pp |
| Annual return | 10.01% | 135.16%-125.1pp | 420.54%-410.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $2,386 | $3,717-35.8% | $4,932-51.6% | $2,757-13.4% |
| Participant deferral / active EE | $1,761 | $6,652-73.5% | $8,065-78.2% | $4,300-59.1% |
| Admin fee / account holder | $14,472 | $7,953+82.0% | $12,993+11.4% | $6,925+109.0% |