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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 | $37,739 | $105,198-64.1% | $159,455-76.3% | $85,856-56.0% |
| Participation rate | 53.3% | 75.8%-22.4pp | 82.8%-29.5pp | 69.3%-16.0pp |
| Annual return | 11.47% | 45.08%-33.6pp | 263.63%-252.2pp | 318.58%-307.1pp |
| Employer contribution / active EE | $1,261 | $3,319-62.0% | $4,830-73.9% | $2,565-50.8% |
| Participant deferral / active EE | $2,168 | $5,946-63.5% | $7,353-70.5% | $3,952-45.1% |
| Admin fee / account holder | $11,358 | $6,934+63.8% | $10,800+5.2% | $6,261+81.4% |