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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 | $54,489 | $77,157-29.4% | $108,405-49.7% | $85,851-36.5% |
| Participation rate | 48.8% | 74.7%-25.9pp | 80.1%-31.4pp | 69.3%-20.5pp |
| Annual return | 9.92% | 44.55%-34.6pp | 905.55%-895.6pp | 318.63%-308.7pp |
| Employer contribution / active EE | $825 | $2,379-65.3% | $3,559-76.8% | $2,565-67.8% |
| Participant deferral / active EE | $1,330 | $5,567-76.1% | $6,563-79.7% | $3,952-66.4% |
| Admin fee / account holder | $5,859 | $5,174+13.3% | $7,297-19.7% | $6,261-6.4% |