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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 | $88,672-39.2% | $105,223-48.8% | $82,448-34.7% |
| Participation rate | 40.4% | 67.9%-27.5pp | 75.0%-34.6pp | 68.1%-27.6pp |
| Annual return | 9.53% | 30.86%-21.3pp | 180.65%-171.1pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,093 | $3,048-64.1% | $3,689-70.4% | $2,551-57.1% |
| Participant deferral / active EE | $1,622 | $4,036-59.8% | $5,072-68.0% | $4,139-60.8% |
| Admin fee / account holder | $12,187 | $7,146+70.5% | $8,859+37.6% | $7,234+68.5% |