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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 | $52,529 | $102,422-48.7% | $147,117-64.3% | $80,959-35.1% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 10.93% | 135.16%-124.2pp | 420.54%-409.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $888 | $3,717-76.1% | $4,932-82.0% | $2,757-67.8% |
| Participant deferral / active EE | $2,300 | $6,652-65.4% | $8,065-71.5% | $4,300-46.5% |
| Admin fee / account holder | $7,898 | $7,953-0.7% | $12,993-39.2% | $6,925+14.0% |