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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 | $49,806 | $102,385-51.4% | $147,080-66.1% | $80,935-38.5% |
| Participation rate | 59.6% | 75.9%-16.3pp | 82.2%-22.6pp | 67.7%-8.1pp |
| Annual return | 11.71% | 135.09%-123.4pp | 420.17%-408.5pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,148 | $3,717-69.1% | $4,933-76.7% | $2,757-58.3% |
| Participant deferral / active EE | $1,898 | $6,651-71.5% | $8,066-76.5% | $4,299-55.9% |
| Admin fee / account holder | $901 | $7,951-88.7% | $12,989-93.1% | $6,924-87.0% |