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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 | $46,936 | $98,776-52.5% | $149,745-68.7% | $79,856-41.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 2.20% | 27.38%-25.2pp | 276.72%-274.5pp | 31.71%-29.5pp |
| Employer contribution / active EE | $1,148 | $3,217-64.3% | $4,646-75.3% | $2,471-53.6% |
| Participant deferral / active EE | $1,679 | $5,681-70.4% | $6,843-75.5% | $3,741-55.1% |
| Admin fee / account holder | $5,209 | $6,053-13.9% | $9,312-44.1% | $5,306-1.8% |