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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 | $30,264 | $70,684-57.2% | $169,390-82.1% | $75,173-59.7% |
| Participation rate | 35.5% | 64.8%-29.3pp | 77.2%-41.7pp | 67.2%-31.7pp |
| Annual return | 13.26% | 36.38%-23.1pp | 406.07%-392.8pp | 160.72%-147.5pp |
| Employer contribution / active EE | $748 | $2,211-66.2% | $4,013-81.4% | $2,671-72.0% |
| Participant deferral / active EE | $997 | $4,310-76.9% | $6,222-84.0% | $4,126-75.8% |
| Admin fee / account holder | $1,028 | $5,404-81.0% | $9,015-88.6% | $5,651-81.8% |