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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 | $30,300 | $75,183-59.7% | $123,894-75.5% | $55,167-45.1% |
| Participation rate | 36.5% | 72.8%-36.3pp | 81.4%-44.9pp | 69.0%-32.5pp |
| Annual return | 5.69% | 19.01%-13.3pp | 47.52%-41.8pp | 169.23%-163.5pp |
| Employer contribution / active EE | $687 | $2,823-75.7% | $4,617-85.1% | $1,963-65.0% |
| Participant deferral / active EE | $1,994 | $5,084-60.8% | $5,984-66.7% | $3,054-34.7% |
| Admin fee / account holder | $4,904 | $663+640.2% | $8,357-41.3% | $504+873.2% |