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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 | $53,594 | $102,422-47.7% | $147,117-63.6% | $80,959-33.8% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 11.31% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,544 | $3,717-58.5% | $4,932-68.7% | $2,757-44.0% |
| Participant deferral / active EE | $2,297 | $6,652-65.5% | $8,065-71.5% | $4,300-46.6% |
| Admin fee / account holder | $11,508 | $7,953+44.7% | $12,993-11.4% | $6,925+66.2% |