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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 | $33,838 | $53,128-36.3% | $86,582-60.9% | $70,126-51.7% |
| Participation rate | 30.0% | 65.3%-35.3pp | 73.5%-43.5pp | 69.5%-39.5pp |
| Annual return | 7.00% | 27.66%-20.7pp | 965.08%-958.1pp | 73.15%-66.1pp |
| Employer contribution / active EE | $419 | $2,068-79.7% | $2,839-85.2% | $2,343-82.1% |
| Participant deferral / active EE | $531 | $2,695-80.3% | $3,609-85.3% | $3,332-84.1% |
| Admin fee / account holder | $674 | $3,584-81.2% | $4,904-86.3% | $4,645-85.5% |