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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 | $93,345-68.0% | $119,126-74.9% | $87,485-65.8% |
| Participation rate | 50.0% | 68.7%-18.7pp | 75.8%-25.8pp | 68.9%-18.9pp |
| Annual return | 7.53% | 19.08%-11.6pp | 282.11%-274.6pp | 26.06%-18.5pp |
| Employer contribution / active EE | $1,405 | $3,172-55.7% | $4,034-65.2% | $2,596-45.9% |
| Participant deferral / active EE | $1,575 | $4,099-61.6% | $5,318-70.4% | $4,274-63.2% |
| Admin fee / account holder | $2,781 | $8,039-65.4% | $10,693-74.0% | $7,775-64.2% |