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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 | $47,297 | $102,422-53.8% | $147,117-67.9% | $80,959-41.6% |
| Participation rate | 63.4% | 75.9%-12.5pp | 82.2%-18.8pp | 67.7%-4.3pp |
| Annual return | 8.99% | 135.16%-126.2pp | 420.54%-411.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,242 | $3,717-66.6% | $4,932-74.8% | $2,757-55.0% |
| Participant deferral / active EE | $1,746 | $6,652-73.8% | $8,065-78.4% | $4,300-59.4% |
| Admin fee / account holder | $1,448 | $7,953-81.8% | $12,993-88.9% | $6,925-79.1% |