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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 | $33,459 | $88,672-62.3% | $105,223-68.2% | $82,448-59.4% |
| Participation rate | 48.9% | 67.9%-19.0pp | 75.0%-26.2pp | 68.1%-19.2pp |
| Annual return | 12.35% | 30.86%-18.5pp | 180.65%-168.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,249 | $3,048-26.2% | $3,689-39.0% | $2,551-11.8% |
| Participant deferral / active EE | $1,493 | $4,036-63.0% | $5,072-70.6% | $4,139-63.9% |
| Admin fee / account holder | $8,849 | $7,146+23.8% | $8,859-0.1% | $7,234+22.3% |