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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 | $45,180 | $105,284-57.1% | $150,734-70.0% | $94,015-51.9% |
| Participation rate | 38.2% | 71.7%-33.5pp | 78.4%-40.2pp | 70.8%-32.6pp |
| Annual return | 8.49% | 15.67%-7.2pp | 600.81%-592.3pp | 17.84%-9.4pp |
| Employer contribution / active EE | $1,176 | $3,599-67.3% | $4,918-76.1% | $2,790-57.8% |
| Participant deferral / active EE | $1,168 | $4,274-72.7% | $5,610-79.2% | $4,249-72.5% |
| Admin fee / account holder | $16,168 | $9,839+64.3% | $14,905+8.5% | $8,951+80.6% |