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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 | $102,393-26.4% | $147,041-48.7% | $80,911-6.8% |
| Participation rate | 48.9% | 75.9%-27.0pp | 82.2%-33.3pp | 67.6%-18.8pp |
| Annual return | 10.14% | 134.95%-124.8pp | 419.21%-409.1pp | 35.63%-25.5pp |
| Employer contribution / active EE | $1,242 | $3,715-66.6% | $4,935-74.8% | $2,756-54.9% |
| Participant deferral / active EE | $2,339 | $6,647-64.8% | $8,071-71.0% | $4,297-45.6% |
| Admin fee / account holder | $966 | $7,943-87.8% | $13,006-92.6% | $6,935-86.1% |