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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 | $32,922 | $63,346-48.0% | $92,240-64.3% | $70,126-53.1% |
| Participation rate | 51.5% | 68.7%-17.2pp | 76.5%-25.0pp | 69.5%-18.0pp |
| Annual return | 10.65% | 530.19%-519.5pp | 176.29%-165.6pp | 73.15%-62.5pp |
| Employer contribution / active EE | $1,347 | $2,471-45.5% | $3,680-63.4% | $2,343-42.5% |
| Participant deferral / active EE | $584 | $2,854-79.6% | $3,897-85.0% | $3,332-82.5% |
| Admin fee / account holder | $6,667 | $3,841+73.6% | $5,194+28.4% | $4,645+43.5% |