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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 | $34,226 | $107,421-68.1% | $182,262-81.2% | $94,015-63.6% |
| Participation rate | 56.8% | 77.8%-21.0pp | 84.2%-27.5pp | 70.8%-14.1pp |
| Annual return | 11.82% | 21.32%-9.5pp | 140.60%-128.8pp | 17.84%-6.0pp |
| Employer contribution / active EE | $1,119 | $3,448-67.5% | $5,046-77.8% | $2,790-59.9% |
| Participant deferral / active EE | $2,457 | $6,558-62.5% | $8,276-70.3% | $4,249-42.2% |
| Admin fee / account holder | $841 | $8,692-90.3% | $16,712-95.0% | $8,951-90.6% |