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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 | $71,050 | $102,422-30.6% | $147,117-51.7% | $80,959-12.2% |
| Participation rate | 28.9% | 75.9%-46.9pp | 82.2%-53.2pp | 67.7%-38.7pp |
| Annual return | 9.80% | 135.16%-125.4pp | 420.54%-410.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,205 | $3,717-67.6% | $4,932-75.6% | $2,757-56.3% |
| Participant deferral / active EE | $2,304 | $6,652-65.4% | $8,065-71.4% | $4,300-46.4% |
| Admin fee / account holder | $1,327 | $7,953-83.3% | $12,993-89.8% | $6,925-80.8% |