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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 | $41,744 | $77,908-46.4% | $149,696-72.1% | $75,173-44.5% |
| Participation rate | 32.9% | 65.6%-32.6pp | 78.8%-45.8pp | 67.2%-34.3pp |
| Annual return | 8.64% | 31.73%-23.1pp | 134.46%-125.8pp | 160.72%-152.1pp |
| Employer contribution / active EE | $539 | $3,138-82.8% | $4,821-88.8% | $2,671-79.8% |
| Participant deferral / active EE | $698 | $3,411-79.5% | $5,682-87.7% | $4,126-83.1% |
| Admin fee / account holder | $1,514 | $5,950-74.5% | $13,212-88.5% | $5,651-73.2% |