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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 | $30,389 | $78,672-61.4% | $109,163-72.2% | $85,856-64.6% |
| Participation rate | 16.7% | 68.3%-51.6pp | 75.9%-59.2pp | 69.3%-52.7pp |
| Annual return | 9.86% | 25.09%-15.2pp | 25.75%-15.9pp | 318.58%-308.7pp |
| Employer contribution / active EE | $700 | $2,734-74.4% | $3,723-81.2% | $2,565-72.7% |
| Participant deferral / active EE | $1,466 | $3,467-57.7% | $4,654-68.5% | $3,952-62.9% |
| Admin fee / account holder | $1,575 | $5,470-71.2% | $6,754-76.7% | $6,261-74.8% |