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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 | $88,672-66.3% | $105,223-71.6% | $82,448-63.7% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 7.53% | 30.86%-23.3pp | 180.65%-173.1pp | 41.64%-34.1pp |
| Employer contribution / active EE | $1,405 | $3,048-53.9% | $3,689-61.9% | $2,551-44.9% |
| Participant deferral / active EE | $1,575 | $4,036-61.0% | $5,072-69.0% | $4,139-62.0% |
| Admin fee / account holder | $2,781 | $7,146-61.1% | $8,859-68.6% | $7,234-61.6% |