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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 | $49,333 | $102,385-51.8% | $147,080-66.5% | $80,935-39.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 8.36% | 135.09%-126.7pp | 420.17%-411.8pp | 35.66%-27.3pp |
| Employer contribution / active EE | $1,623 | $3,717-56.3% | $4,933-67.1% | $2,757-41.1% |
| Participant deferral / active EE | $2,315 | $6,651-65.2% | $8,066-71.3% | $4,299-46.1% |
| Admin fee / account holder | $6,419 | $7,951-19.3% | $12,989-50.6% | $6,924-7.3% |