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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 | $62,495 | $102,385-39.0% | $147,080-57.5% | $80,935-22.8% |
| Participation rate | 37.5% | 75.9%-38.4pp | 82.2%-44.7pp | 67.7%-30.2pp |
| Annual return | 9.71% | 135.09%-125.4pp | 420.17%-410.5pp | 35.66%-25.9pp |
| Employer contribution / active EE | $977 | $3,717-73.7% | $4,933-80.2% | $2,757-64.6% |
| Participant deferral / active EE | $1,442 | $6,651-78.3% | $8,066-82.1% | $4,299-66.5% |
| Admin fee / account holder | $5,654 | $7,951-28.9% | $12,989-56.5% | $6,924-18.4% |