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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 | $29,096 | $108,911-73.3% | $100,392-71.0% | $145,884-80.1% |
| Participation rate | 25.0% | 83.0%-58.0pp | 81.5%-56.5pp | 80.3%-55.3pp |
| Annual return | 10.06% | 58.23%-48.2pp | 49.45%-39.4pp | 551.85%-541.8pp |
| Employer contribution / active EE | $1,679 | $4,420-62.0% | $3,941-57.4% | $4,662-64.0% |
| Participant deferral / active EE | $2,099 | $8,459-75.2% | $8,090-74.1% | $6,690-68.6% |
| Admin fee / account holder | $40,637 | $9,698+319.0% | $7,904+414.1% | $13,392+203.4% |