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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 | $89,259-62.5% | $107,187-68.8% | $82,637-59.5% |
| Participation rate | 48.9% | 67.9%-19.0pp | 75.0%-26.1pp | 68.1%-19.2pp |
| Annual return | 12.35% | 21.02%-8.7pp | 204.55%-192.2pp | 53.51%-41.2pp |
| Employer contribution / active EE | $2,249 | $3,080-27.0% | $3,782-40.5% | $2,552-11.9% |
| Participant deferral / active EE | $1,493 | $4,037-63.0% | $5,096-70.7% | $4,126-63.8% |
| Admin fee / account holder | $8,849 | $7,381+19.9% | $9,162-3.4% | $7,339+20.6% |