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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 | $47,549 | $102,429-53.6% | $147,096-67.7% | $80,925-41.2% |
| Participation rate | 55.0% | 75.9%-20.9pp | 82.2%-27.2pp | 67.7%-12.7pp |
| Annual return | 9.94% | 135.02%-125.1pp | 419.75%-409.8pp | 35.65%-25.7pp |
| Employer contribution / active EE | $1,429 | $3,716-61.5% | $4,936-71.1% | $2,756-48.2% |
| Participant deferral / active EE | $2,382 | $6,649-64.2% | $8,071-70.5% | $4,299-44.6% |
| Admin fee / account holder | $5,649 | $7,957-29.0% | $13,005-56.6% | $6,940-18.6% |