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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 | $71,352 | $88,137-19.0% | $164,975-56.8% | $74,429-4.1% |
| Participation rate | 38.2% | 73.1%-34.9pp | 78.6%-40.4pp | 67.2%-29.0pp |
| Annual return | 11.00% | 17.13%-6.1pp | 70.12%-59.1pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $871 | $2,597-66.5% | $4,343-79.9% | $2,625-66.8% |
| Participant deferral / active EE | $1,593 | $4,501-64.6% | $6,033-73.6% | $4,348-63.4% |
| Admin fee / account holder | $4,795 | $2,231+114.9% | $12,688-62.2% | $1,944+146.6% |