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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 | $102,382-57.6% | $147,005-70.5% | $80,874-46.3% |
| Participation rate | 41.4% | 75.8%-34.5pp | 82.2%-40.8pp | 67.6%-26.3pp |
| Annual return | 10.83% | 134.89%-124.1pp | 418.76%-407.9pp | 35.62%-24.8pp |
| Employer contribution / active EE | $1,173 | $3,715-68.4% | $4,934-76.2% | $2,756-57.4% |
| Participant deferral / active EE | $2,257 | $6,646-66.0% | $8,070-72.0% | $4,297-47.5% |
| Admin fee / account holder | $27,231 | $7,942+242.9% | $13,006+109.4% | $6,935+292.6% |