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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 | $102,385-53.5% | $147,080-67.6% | $80,935-41.2% |
| Participation rate | 41.4% | 75.9%-34.5pp | 82.2%-40.8pp | 67.7%-26.3pp |
| Annual return | 10.40% | 135.09%-124.7pp | 420.17%-409.8pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,444 | $3,717-61.1% | $4,933-70.7% | $2,757-47.6% |
| Participant deferral / active EE | $2,517 | $6,651-62.2% | $8,066-68.8% | $4,299-41.5% |
| Admin fee / account holder | $6,065 | $7,951-23.7% | $12,989-53.3% | $6,924-12.4% |