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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 | $36,392 | $102,385-64.5% | $147,080-75.3% | $80,935-55.0% |
| Participation rate | 36.2% | 75.9%-39.7pp | 82.2%-46.0pp | 67.7%-31.5pp |
| Annual return | 8.38% | 135.09%-126.7pp | 420.17%-411.8pp | 35.66%-27.3pp |
| Employer contribution / active EE | $900 | $3,717-75.8% | $4,933-81.7% | $2,757-67.3% |
| Participant deferral / active EE | $2,060 | $6,651-69.0% | $8,066-74.5% | $4,299-52.1% |
| Admin fee / account holder | $10,355 | $7,951+30.2% | $12,989-20.3% | $6,924+49.5% |