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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 | $33,336 | $91,179-63.4% | $178,499-81.3% | $79,852-58.3% |
| Participation rate | 34.6% | 69.2%-34.6pp | 81.9%-47.3pp | 69.6%-35.0pp |
| Annual return | 5.19% | 24.19%-19.0pp | 151.10%-145.9pp | 31.72%-26.5pp |
| Employer contribution / active EE | $710 | $3,256-78.2% | $5,011-85.8% | $2,471-71.3% |
| Participant deferral / active EE | $775 | $3,236-76.0% | $5,202-85.1% | $3,740-79.3% |
| Admin fee / account holder | $1,127 | $6,749-83.3% | $13,986-91.9% | $5,306-78.8% |