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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 | $45,326 | $65,566-30.9% | $86,235-47.4% | $75,177-39.7% |
| Participation rate | 45.0% | 60.5%-15.5pp | 69.0%-24.0pp | 67.2%-22.2pp |
| Annual return | 8.21% | 46.07%-37.9pp | 1170.03%-1161.8pp | 160.75%-152.5pp |
| Employer contribution / active EE | $597 | $1,553-61.5% | $2,381-74.9% | $2,671-77.6% |
| Participant deferral / active EE | $1,189 | $3,023-60.7% | $3,987-70.2% | $4,126-71.2% |
| Admin fee / account holder | $5,661 | $5,470+3.5% | $6,856-17.4% | $5,651+0.2% |