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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 | $55,022 | $105,200-47.7% | $159,474-65.5% | $85,847-35.9% |
| Participation rate | 40.5% | 75.8%-35.2pp | 82.8%-42.3pp | 69.3%-28.8pp |
| Annual return | 11.82% | 45.08%-33.3pp | 263.68%-251.9pp | 318.61%-306.8pp |
| Employer contribution / active EE | $1,079 | $3,319-67.5% | $4,831-77.7% | $2,565-57.9% |
| Participant deferral / active EE | $2,256 | $5,946-62.1% | $7,353-69.3% | $3,952-42.9% |
| Admin fee / account holder | $45,179 | $6,934+551.5% | $10,802+318.2% | $6,261+621.6% |