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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 | $47,602 | $102,393-53.5% | $147,041-67.6% | $80,911-41.2% |
| Participation rate | 41.4% | 75.9%-34.5pp | 82.2%-40.8pp | 67.6%-26.3pp |
| Annual return | 10.40% | 134.95%-124.5pp | 419.21%-408.8pp | 35.63%-25.2pp |
| Employer contribution / active EE | $1,444 | $3,715-61.1% | $4,935-70.7% | $2,756-47.6% |
| Participant deferral / active EE | $2,517 | $6,647-62.1% | $8,071-68.8% | $4,297-41.4% |
| Admin fee / account holder | $6,065 | $7,943-23.6% | $13,006-53.4% | $6,935-12.5% |