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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 | $52,871 | $75,183-29.7% | $123,894-57.3% | $55,167-4.2% |
| Participation rate | 40.6% | 72.8%-32.2pp | 81.4%-40.8pp | 69.0%-28.4pp |
| Annual return | 5.26% | 19.01%-13.7pp | 47.52%-42.3pp | 169.23%-164.0pp |
| Employer contribution / active EE | $706 | $2,823-75.0% | $4,617-84.7% | $1,963-64.1% |
| Participant deferral / active EE | $1,911 | $5,084-62.4% | $5,984-68.1% | $3,054-37.4% |
| Admin fee / account holder | $4,756 | $663+617.8% | $8,357-43.1% | $504+843.8% |