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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 | $49,130 | $102,422-52.0% | $147,117-66.6% | $80,959-39.3% |
| Participation rate | 46.8% | 75.9%-29.1pp | 82.2%-35.4pp | 67.7%-20.9pp |
| Annual return | 10.38% | 135.16%-124.8pp | 420.54%-410.2pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,347 | $3,717-63.8% | $4,932-72.7% | $2,757-51.2% |
| Participant deferral / active EE | $1,879 | $6,652-71.8% | $8,065-76.7% | $4,300-56.3% |
| Admin fee / account holder | $1,814 | $7,953-77.2% | $12,993-86.0% | $6,925-73.8% |