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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 | $61,004 | $95,406-36.1% | $185,849-67.2% | $85,847-28.9% |
| Participation rate | 30.8% | 68.8%-38.0pp | 81.7%-50.9pp | 69.3%-38.5pp |
| Annual return | 8.08% | 23.59%-15.5pp | 122.10%-114.0pp | 318.61%-310.5pp |
| Employer contribution / active EE | $462 | $3,314-86.1% | $5,169-91.1% | $2,565-82.0% |
| Participant deferral / active EE | $716 | $3,424-79.1% | $5,569-87.1% | $3,952-81.9% |
| Admin fee / account holder | $1,950 | $7,214-73.0% | $16,244-88.0% | $6,261-68.8% |