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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 | $32,308 | $103,038-68.6% | $90,324-64.2% | $152,909-78.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 6.11% | 95.25%-89.1pp | 78.15%-72.0pp | 345.46%-339.4pp |
| Employer contribution / active EE | $2,113 | $3,141-32.7% | $2,856-26.0% | $4,764-55.6% |
| Participant deferral / active EE | $104 | $4,282-97.6% | $3,885-97.3% | $5,851-98.2% |
| Admin fee / account holder | $2,512 | $6,177-59.3% | $5,356-53.1% | $11,601-78.3% |