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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 | $52,848 | $98,760-46.5% | $149,710-64.7% | $79,860-33.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 10.39% | 27.43%-17.0pp | 276.63%-266.2pp | 31.72%-21.3pp |
| Employer contribution / active EE | $1,304 | $3,217-59.5% | $4,645-71.9% | $2,471-47.2% |
| Participant deferral / active EE | $2,232 | $5,681-60.7% | $6,842-67.4% | $3,740-40.3% |
| Admin fee / account holder | $37,741 | $6,053+523.5% | $9,309+305.4% | $5,306+611.2% |