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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 | $33,252 | $98,766-66.3% | $149,730-77.8% | $79,852-58.4% |
| Participation rate | 47.3% | 75.8%-28.5pp | 82.5%-35.2pp | 69.6%-22.4pp |
| Annual return | 10.92% | 27.43%-16.5pp | 276.70%-265.8pp | 31.72%-20.8pp |
| Employer contribution / active EE | $692 | $3,217-78.5% | $4,645-85.1% | $2,471-72.0% |
| Participant deferral / active EE | $1,017 | $5,681-82.1% | $6,843-85.1% | $3,740-72.8% |
| Admin fee / account holder | $4,043 | $6,052-33.2% | $9,310-56.6% | $5,306-23.8% |