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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 | $43,421 | $102,422-57.6% | $147,117-70.5% | $80,959-46.4% |
| Participation rate | 41.4% | 75.9%-34.5pp | 82.2%-40.8pp | 67.7%-26.3pp |
| Annual return | 10.83% | 135.16%-124.3pp | 420.54%-409.7pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,173 | $3,717-68.4% | $4,932-76.2% | $2,757-57.4% |
| Participant deferral / active EE | $2,257 | $6,652-66.1% | $8,065-72.0% | $4,300-47.5% |
| Admin fee / account holder | $27,231 | $7,953+242.4% | $12,993+109.6% | $6,925+293.2% |