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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 | $88,186-19.1% | $165,071-56.8% | $74,459-4.2% |
| Participation rate | 38.2% | 73.1%-34.9pp | 78.6%-40.4pp | 67.2%-29.0pp |
| Annual return | 11.00% | 17.13%-6.1pp | 70.17%-59.2pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $871 | $2,600-66.5% | $4,347-80.0% | $2,626-66.8% |
| Participant deferral / active EE | $1,593 | $4,505-64.6% | $6,035-73.6% | $4,350-63.4% |
| Admin fee / account holder | $4,795 | $2,234+114.6% | $12,695-62.2% | $1,945+146.6% |