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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 | $44,973 | $105,284-57.3% | $150,734-70.2% | $94,015-52.2% |
| Participation rate | 62.5% | 71.7%-9.2pp | 78.4%-15.9pp | 70.8%-8.3pp |
| Annual return | 9.35% | 15.67%-6.3pp | 600.81%-591.5pp | 17.84%-8.5pp |
| Employer contribution / active EE | $1,483 | $3,599-58.8% | $4,918-69.8% | $2,790-46.8% |
| Participant deferral / active EE | $1,886 | $4,274-55.9% | $5,610-66.4% | $4,249-55.6% |
| Admin fee / account holder | $1,613 | $9,839-83.6% | $14,905-89.2% | $8,951-82.0% |