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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 | $29,898 | $96,731-69.1% | $123,973-75.9% | $86,983-65.6% |
| Participation rate | 50.0% | 70.0%-20.0pp | 76.7%-26.7pp | 69.5%-19.5pp |
| Annual return | 7.53% | 17.33%-9.8pp | 388.13%-380.6pp | 25.83%-18.3pp |
| Employer contribution / active EE | $1,405 | $3,297-57.4% | $4,126-66.0% | $2,584-45.6% |
| Participant deferral / active EE | $1,575 | $4,152-62.1% | $5,247-70.0% | $4,194-62.5% |
| Admin fee / account holder | $2,781 | $8,722-68.1% | $11,799-76.4% | $7,856-64.6% |