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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 | $25,175 | $102,429-75.4% | $147,096-82.9% | $80,925-68.9% |
| Participation rate | 42.3% | 75.9%-33.6pp | 82.2%-39.9pp | 67.7%-25.4pp |
| Annual return | 9.55% | 135.02%-125.5pp | 419.75%-410.2pp | 35.65%-26.1pp |
| Employer contribution / active EE | $1,003 | $3,716-73.0% | $4,936-79.7% | $2,756-63.6% |
| Participant deferral / active EE | $1,981 | $6,649-70.2% | $8,071-75.5% | $4,299-53.9% |
| Admin fee / account holder | $5,679 | $7,957-28.6% | $13,005-56.3% | $6,940-18.2% |