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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 | $31,450 | $85,171-63.1% | $172,753-81.8% | $72,976-56.9% |
| Participation rate | 50.6% | 70.1%-19.5pp | 82.6%-32.1pp | 69.5%-18.9pp |
| Annual return | 14.68% | 27.32%-12.6pp | 803.00%-788.3pp | 81.02%-66.3pp |
| Employer contribution / active EE | $522 | $3,324-84.3% | $5,144-89.8% | $2,440-78.6% |
| Participant deferral / active EE | $536 | $3,260-83.5% | $5,198-89.7% | $3,608-85.1% |
| Admin fee / account holder | $1,544 | $5,880-73.7% | $13,956-88.9% | $5,124-69.9% |