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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 | $53,459 | $106,864-50.0% | $147,318-63.7% | $82,637-35.3% |
| Participation rate | 56.7% | 75.5%-18.8pp | 82.1%-25.4pp | 68.1%-11.4pp |
| Annual return | 11.08% | 27.49%-16.4pp | 70.43%-59.4pp | 53.51%-42.4pp |
| Employer contribution / active EE | $2,020 | $3,417-40.9% | $4,593-56.0% | $2,552-20.9% |
| Participant deferral / active EE | $2,321 | $6,496-64.3% | $7,906-70.6% | $4,126-43.8% |
| Admin fee / account holder | $42,591 | $8,415+406.1% | $13,708+210.7% | $7,339+480.3% |