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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 | $32,832 | $98,776-66.8% | $149,745-78.1% | $79,856-58.9% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.5%-30.5pp | 69.6%-17.6pp |
| Annual return | 9.92% | 27.38%-17.5pp | 276.72%-266.8pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,120 | $3,217-65.2% | $4,646-75.9% | $2,471-54.7% |
| Participant deferral / active EE | $2,044 | $5,681-64.0% | $6,843-70.1% | $3,741-45.3% |
| Admin fee / account holder | $13,361 | $6,053+120.8% | $9,312+43.5% | $5,306+151.8% |