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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 | $106,749-49.9% | $145,433-63.2% | $82,448-35.2% |
| Participation rate | 56.7% | 75.6%-19.0pp | 82.1%-25.5pp | 68.1%-11.4pp |
| Annual return | 11.08% | 27.59%-16.5pp | 66.58%-55.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $2,020 | $3,444-41.4% | $4,554-55.7% | $2,551-20.8% |
| Participant deferral / active EE | $2,321 | $6,519-64.4% | $7,897-70.6% | $4,139-43.9% |
| Admin fee / account holder | $42,591 | $8,390+407.6% | $13,129+224.4% | $7,234+488.7% |