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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 | $52,173 | $85,766-39.2% | $136,298-61.7% | $70,126-25.6% |
| Participation rate | 38.7% | 74.2%-35.5pp | 81.9%-43.3pp | 69.5%-30.9pp |
| Annual return | 13.87% | 31.46%-17.6pp | 5156.27%-5142.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $539 | $2,966-81.8% | $4,696-88.5% | $2,343-77.0% |
| Participant deferral / active EE | $1,283 | $5,051-74.6% | $6,247-79.5% | $3,332-61.5% |
| Admin fee / account holder | $485 | $5,421-91.1% | $9,244-94.8% | $4,645-89.6% |