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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 | $32,803 | $63,346-48.2% | $92,240-64.4% | $70,126-53.2% |
| Participation rate | 43.8% | 68.7%-24.9pp | 76.5%-32.7pp | 69.5%-25.8pp |
| Annual return | 6.15% | 530.19%-524.0pp | 176.29%-170.1pp | 73.15%-67.0pp |
| Employer contribution / active EE | $1,650 | $2,471-33.3% | $3,680-55.2% | $2,343-29.6% |
| Participant deferral / active EE | $786 | $2,854-72.5% | $3,897-79.8% | $3,332-76.4% |
| Admin fee / account holder | $2,990 | $3,841-22.2% | $5,194-42.4% | $4,645-35.6% |