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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 | $71,060 | $102,382-30.6% | $147,005-51.7% | $80,874-12.1% |
| Participation rate | 51.8% | 75.8%-24.1pp | 82.2%-30.4pp | 67.6%-15.9pp |
| Annual return | 10.71% | 134.89%-124.2pp | 418.76%-408.1pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,484 | $3,715-60.1% | $4,934-69.9% | $2,756-46.2% |
| Participant deferral / active EE | $2,544 | $6,646-61.7% | $8,070-68.5% | $4,297-40.8% |
| Admin fee / account holder | $15,587 | $7,942+96.3% | $13,006+19.8% | $6,935+124.7% |