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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 | $53,907 | $105,198-48.8% | $159,455-66.2% | $85,856-37.2% |
| Participation rate | 35.4% | 75.8%-40.4pp | 82.8%-47.4pp | 69.3%-33.9pp |
| Annual return | 0.95% | 45.08%-44.1pp | 263.63%-262.7pp | 318.58%-317.6pp |
| Employer contribution / active EE | $982 | $3,319-70.4% | $4,830-79.7% | $2,565-61.7% |
| Participant deferral / active EE | $2,328 | $5,946-60.8% | $7,353-68.3% | $3,952-41.1% |
| Admin fee / account holder | $6,672 | $6,934-3.8% | $10,800-38.2% | $6,261+6.6% |