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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 | $46,699 | $93,345-50.0% | $119,126-60.8% | $87,485-46.6% |
| Participation rate | 45.7% | 68.7%-23.0pp | 75.8%-30.0pp | 68.9%-23.2pp |
| Annual return | 9.41% | 19.08%-9.7pp | 282.11%-272.7pp | 26.06%-16.7pp |
| Employer contribution / active EE | $1,620 | $3,172-48.9% | $4,034-59.8% | $2,596-37.6% |
| Participant deferral / active EE | $1,697 | $4,099-58.6% | $5,318-68.1% | $4,274-60.3% |
| Admin fee / account holder | $3,983 | $8,039-50.4% | $10,693-62.7% | $7,775-48.8% |