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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 | $64,994 | $102,385-36.5% | $147,080-55.8% | $80,935-19.7% |
| Participation rate | 56.5% | 75.9%-19.3pp | 82.2%-25.7pp | 67.7%-11.1pp |
| Annual return | 9.79% | 135.09%-125.3pp | 420.17%-410.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $1,631 | $3,717-56.1% | $4,933-66.9% | $2,757-40.9% |
| Participant deferral / active EE | $2,477 | $6,651-62.8% | $8,066-69.3% | $4,299-42.4% |
| Admin fee / account holder | $21,281 | $7,951+167.6% | $12,989+63.8% | $6,924+207.3% |