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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 | $29,185 | $115,814-74.8% | $101,275-71.2% | $158,982-81.6% |
| Participation rate | 56.3% | 79.4%-23.1pp | 75.8%-19.6pp | 82.0%-25.7pp |
| Annual return | 7.03% | 56.16%-49.1pp | 46.48%-39.4pp | 302.99%-296.0pp |
| Employer contribution / active EE | $1,683 | $4,176-59.7% | $3,660-54.0% | $4,763-64.7% |
| Participant deferral / active EE | $137 | $4,958-97.2% | $4,371-96.9% | $5,983-97.7% |
| Admin fee / account holder | $6,180 | $7,249-14.8% | $5,948+3.9% | $11,252-45.1% |