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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 | $75,372 | $102,385-26.4% | $147,080-48.8% | $80,935-6.9% |
| Participation rate | 48.9% | 75.9%-27.0pp | 82.2%-33.3pp | 67.7%-18.8pp |
| Annual return | 10.14% | 135.09%-125.0pp | 420.17%-410.0pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,242 | $3,717-66.6% | $4,933-74.8% | $2,757-55.0% |
| Participant deferral / active EE | $2,339 | $6,651-64.8% | $8,066-71.0% | $4,299-45.6% |
| Admin fee / account holder | $966 | $7,951-87.8% | $12,989-92.6% | $6,924-86.0% |