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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 | $102,382-75.4% | $147,005-82.9% | $80,874-68.9% |
| Participation rate | 42.3% | 75.8%-33.5pp | 82.2%-39.9pp | 67.6%-25.3pp |
| Annual return | 9.55% | 134.89%-125.3pp | 418.76%-409.2pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,003 | $3,715-73.0% | $4,934-79.7% | $2,756-63.6% |
| Participant deferral / active EE | $1,981 | $6,646-70.2% | $8,070-75.4% | $4,297-53.9% |
| Admin fee / account holder | $5,679 | $7,942-28.5% | $13,006-56.3% | $6,935-18.1% |