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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 | $36,036 | $102,385-64.8% | $147,080-75.5% | $80,935-55.5% |
| Participation rate | 41.7% | 75.9%-34.2pp | 82.2%-40.5pp | 67.7%-26.0pp |
| Annual return | 10.43% | 135.09%-124.7pp | 420.17%-409.7pp | 35.66%-25.2pp |
| Employer contribution / active EE | $870 | $3,717-76.6% | $4,933-82.4% | $2,757-68.4% |
| Participant deferral / active EE | $1,522 | $6,651-77.1% | $8,066-81.1% | $4,299-64.6% |
| Admin fee / account holder | $1,586 | $7,951-80.1% | $12,989-87.8% | $6,924-77.1% |