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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 | $88,672-49.0% | $105,223-57.1% | $82,448-45.2% |
| Participation rate | 38.2% | 67.9%-29.7pp | 75.0%-36.8pp | 68.1%-29.8pp |
| Annual return | 8.49% | 30.86%-22.4pp | 180.65%-172.2pp | 41.64%-33.1pp |
| Employer contribution / active EE | $1,176 | $3,048-61.4% | $3,689-68.1% | $2,551-53.9% |
| Participant deferral / active EE | $1,168 | $4,036-71.1% | $5,072-77.0% | $4,139-71.8% |
| Admin fee / account holder | $16,168 | $7,146+126.3% | $8,859+82.5% | $7,234+123.5% |