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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 | $57,335 | $93,182-38.5% | $146,643-60.9% | $79,391-27.8% |
| Participation rate | 52.7% | 76.4%-23.7pp | 80.1%-27.4pp | 70.7%-18.0pp |
| Annual return | 11.28% | 21.61%-10.3pp | 22.75%-11.5pp | 116.88%-105.6pp |
| Employer contribution / active EE | $1,091 | $2,420-54.9% | $4,137-73.6% | $2,428-55.0% |
| Participant deferral / active EE | $2,088 | $4,169-49.9% | $5,506-62.1% | $4,046-48.4% |
| Admin fee / account holder | $5,628 | $585+862.0% | $10,280-45.3% | $627+798.3% |