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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 | $34,854 | $68,878-49.4% | $120,574-71.1% | $80,935-56.9% |
| Participation rate | 17.8% | 61.7%-43.9pp | 71.9%-54.1pp | 67.7%-49.9pp |
| Annual return | 10.00% | 23.67%-13.7pp | 107.42%-97.4pp | 35.66%-25.7pp |
| Employer contribution / active EE | $599 | $2,065-71.0% | $3,471-82.7% | $2,757-78.3% |
| Participant deferral / active EE | $670 | $3,189-79.0% | $4,996-86.6% | $4,299-84.4% |
| Admin fee / account holder | $2,050 | $5,782-64.5% | $9,445-78.3% | $6,924-70.4% |