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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 | $48,293 | $84,236-42.7% | $170,435-71.7% | $70,126-31.1% |
| Participation rate | 38.8% | 70.8%-32.1pp | 83.6%-44.8pp | 69.5%-30.8pp |
| Annual return | 11.13% | 23.06%-11.9pp | 205.94%-194.8pp | 73.15%-62.0pp |
| Employer contribution / active EE | $1,563 | $3,387-53.9% | $5,432-71.2% | $2,343-33.3% |
| Participant deferral / active EE | $415 | $3,086-86.5% | $4,939-91.6% | $3,332-87.5% |
| Admin fee / account holder | $4,849 | $5,698-14.9% | $13,881-65.1% | $4,645+4.4% |