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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 | $63,691 | $98,766-35.5% | $149,730-57.5% | $79,852-20.2% |
| Participation rate | 54.9% | 75.8%-20.9pp | 82.5%-27.6pp | 69.6%-14.7pp |
| Annual return | 6.88% | 27.43%-20.5pp | 276.70%-269.8pp | 31.72%-24.8pp |
| Employer contribution / active EE | $1,210 | $3,217-62.4% | $4,645-74.0% | $2,471-51.0% |
| Participant deferral / active EE | $2,223 | $5,681-60.9% | $6,843-67.5% | $3,740-40.6% |
| Admin fee / account holder | $27,454 | $6,052+353.6% | $9,310+194.9% | $5,306+417.4% |