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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 | $27,441 | $80,753-66.0% | $136,298-79.9% | $62,293-55.9% |
| Participation rate | 35.2% | 73.5%-38.4pp | 81.9%-46.7pp | 69.5%-34.3pp |
| Annual return | 14.37% | 35.83%-21.5pp | 5156.27%-5141.9pp | 28.90%-14.5pp |
| Employer contribution / active EE | $758 | $2,884-73.7% | $4,696-83.9% | $2,042-62.9% |
| Participant deferral / active EE | $1,479 | $5,164-71.4% | $6,247-76.3% | $3,169-53.3% |
| Admin fee / account holder | $2,009 | $525+282.4% | $9,244-78.3% | $479+319.2% |