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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 | $93,345-42.3% | $119,126-54.8% | $87,485-38.4% |
| Participation rate | 40.4% | 68.7%-28.3pp | 75.8%-35.3pp | 68.9%-28.5pp |
| Annual return | 9.53% | 19.08%-9.6pp | 282.11%-272.6pp | 26.06%-16.5pp |
| Employer contribution / active EE | $1,093 | $3,172-65.5% | $4,034-72.9% | $2,596-57.9% |
| Participant deferral / active EE | $1,622 | $4,099-60.4% | $5,318-69.5% | $4,274-62.0% |
| Admin fee / account holder | $12,187 | $8,039+51.6% | $10,693+14.0% | $7,775+56.7% |