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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 | $51,714 | $65,395-20.9% | $182,540-71.7% | $72,975-29.1% |
| Participation rate | 35.9% | 65.4%-29.5pp | 78.0%-42.1pp | 69.5%-33.6pp |
| Annual return | 16.92% | 27.68%-10.8pp | 148.58%-131.7pp | 81.01%-64.1pp |
| Employer contribution / active EE | $1,297 | $1,911-32.1% | $4,076-68.2% | $2,440-46.9% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,525-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,918 | $4,245+86.5% | $8,593-7.9% | $5,124+54.5% |