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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 | $59,152 | $106,247-44.3% | $147,096-59.8% | $77,714-23.9% |
| Participation rate | 19.0% | 78.4%-59.4pp | 82.2%-63.2pp | 70.6%-51.6pp |
| Annual return | 9.01% | 56.87%-47.9pp | 419.75%-410.7pp | 31.26%-22.2pp |
| Employer contribution / active EE | $1,221 | $4,069-70.0% | $4,936-75.3% | $2,727-55.2% |
| Participant deferral / active EE | $1,587 | $7,996-80.2% | $8,071-80.3% | $4,649-65.9% |
| Admin fee / account holder | $13,803 | $338+3980.6% | $13,005+6.1% | $433+3085.9% |