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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 | $28,420 | $116,203-75.5% | $93,621-69.6% | $152,909-81.4% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.8%-39.5pp | 82.5%-46.1pp |
| Annual return | -4.11% | 35.96%-40.1pp | 32.76%-36.9pp | 345.46%-349.6pp |
| Employer contribution / active EE | $632 | $3,219-80.4% | $2,719-76.7% | $4,764-86.7% |
| Participant deferral / active EE | $746 | $4,605-83.8% | $4,070-81.7% | $5,851-87.2% |
| Admin fee / account holder | $12,543 | $10,751+16.7% | $7,890+59.0% | $11,601+8.1% |