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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 | $62,146 | $101,752-38.9% | $164,928-62.3% | $80,911-23.2% |
| Participation rate | 52.6% | 71.8%-19.3pp | 78.6%-26.1pp | 67.6%-15.1pp |
| Annual return | 9.76% | 16.73%-7.0pp | 70.08%-60.3pp | 35.63%-25.9pp |
| Employer contribution / active EE | $1,437 | $2,953-51.3% | $4,343-66.9% | $2,756-47.9% |
| Participant deferral / active EE | $1,630 | $4,477-63.6% | $6,034-73.0% | $4,297-62.1% |
| Admin fee / account holder | $25,470 | $8,218+209.9% | $12,684+100.8% | $6,935+267.3% |