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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 | $53,872 | $105,284-48.8% | $150,734-64.3% | $94,015-42.7% |
| Participation rate | 40.4% | 71.7%-31.3pp | 78.4%-38.0pp | 70.8%-30.4pp |
| Annual return | 9.53% | 15.67%-6.1pp | 600.81%-591.3pp | 17.84%-8.3pp |
| Employer contribution / active EE | $1,093 | $3,599-69.6% | $4,918-77.8% | $2,790-60.8% |
| Participant deferral / active EE | $1,622 | $4,274-62.0% | $5,610-71.1% | $4,249-61.8% |
| Admin fee / account holder | $12,187 | $9,839+23.9% | $14,905-18.2% | $8,951+36.1% |