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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 | $53,809 | $80,731-33.3% | $103,374-47.9% | $74,546-27.8% |
| Participation rate | 26.7% | 65.7%-38.9pp | 74.5%-47.8pp | 67.2%-40.5pp |
| Annual return | 9.64% | 27.56%-17.9pp | 24.89%-15.2pp | 1366.03%-1356.4pp |
| Employer contribution / active EE | $836 | $3,158-73.5% | $3,869-78.4% | $2,624-68.1% |
| Participant deferral / active EE | $1,646 | $3,860-57.4% | $5,058-67.5% | $4,347-62.1% |
| Admin fee / account holder | $3,732 | $2,369+57.6% | $8,394-55.5% | $1,944+92.0% |