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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 | $54,848 | $102,422-46.4% | $147,117-62.7% | $80,959-32.3% |
| Participation rate | 47.8% | 75.9%-28.0pp | 82.2%-34.4pp | 67.7%-19.8pp |
| Annual return | 11.24% | 135.16%-123.9pp | 420.54%-409.3pp | 35.67%-24.4pp |
| Employer contribution / active EE | $992 | $3,717-73.3% | $4,932-79.9% | $2,757-64.0% |
| Participant deferral / active EE | $1,965 | $6,652-70.5% | $8,065-75.6% | $4,300-54.3% |
| Admin fee / account holder | $10,774 | $7,953+35.5% | $12,993-17.1% | $6,925+55.6% |