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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 | $56,104 | $79,181-29.1% | $102,423-45.2% | $74,429-24.6% |
| Participation rate | 59.6% | 74.8%-15.1pp | 76.5%-16.9pp | 67.2%-7.6pp |
| Annual return | 10.12% | 54.97%-44.8pp | 29.42%-19.3pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $1,425 | $2,362-39.7% | $3,023-52.9% | $2,625-45.7% |
| Participant deferral / active EE | $2,023 | $4,416-54.2% | $5,054-60.0% | $4,348-53.5% |
| Admin fee / account holder | $5,556 | $2,002+177.5% | $9,455-41.2% | $1,944+185.7% |