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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 | $23,485 | $85,766-72.6% | $136,298-82.8% | $70,126-66.5% |
| Participation rate | 25.7% | 74.2%-48.4pp | 81.9%-56.2pp | 69.5%-43.8pp |
| Annual return | 14.02% | 31.46%-17.4pp | 5156.27%-5142.3pp | 73.15%-59.1pp |
| Employer contribution / active EE | $750 | $2,966-74.7% | $4,696-84.0% | $2,343-68.0% |
| Participant deferral / active EE | $1,183 | $5,051-76.6% | $6,247-81.1% | $3,332-64.5% |
| Admin fee / account holder | $3,084 | $5,421-43.1% | $9,244-66.6% | $4,645-33.6% |