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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 | $106,164-44.3% | $147,041-59.8% | $77,692-23.9% |
| Participation rate | 19.0% | 78.4%-59.4pp | 82.2%-63.2pp | 70.6%-51.6pp |
| Annual return | 9.01% | 56.81%-47.8pp | 419.21%-410.2pp | 31.25%-22.2pp |
| Employer contribution / active EE | $1,221 | $4,066-70.0% | $4,935-75.3% | $2,726-55.2% |
| Participant deferral / active EE | $1,587 | $7,993-80.1% | $8,071-80.3% | $4,648-65.9% |
| Admin fee / account holder | $13,803 | $338+3984.5% | $13,006+6.1% | $431+3106.2% |