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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 | $34,091 | $80,992-57.9% | $96,534-64.7% | $75,173-54.6% |
| Participation rate | 30.0% | 71.8%-41.8pp | 76.0%-46.0pp | 67.2%-37.2pp |
| Annual return | 9.22% | 27.05%-17.8pp | 25.88%-16.7pp | 160.72%-151.5pp |
| Employer contribution / active EE | $651 | $2,283-71.5% | $2,965-78.0% | $2,671-75.6% |
| Participant deferral / active EE | $1,046 | $3,929-73.4% | $4,851-78.4% | $4,126-74.6% |
| Admin fee / account holder | $31,062 | $6,717+362.4% | $8,253+276.4% | $5,651+449.7% |