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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 | $35,684 | $65,555-45.6% | $86,216-58.6% | $75,173-52.5% |
| Participation rate | 28.6% | 60.5%-31.9pp | 69.0%-40.4pp | 67.2%-38.6pp |
| Annual return | 11.93% | 46.07%-34.1pp | 1169.42%-1157.5pp | 160.72%-148.8pp |
| Employer contribution / active EE | $374 | $1,553-75.9% | $2,382-84.3% | $2,671-86.0% |
| Participant deferral / active EE | $510 | $3,023-83.1% | $3,986-87.2% | $4,126-87.6% |
| Admin fee / account holder | $340 | $5,469-93.8% | $6,853-95.0% | $5,651-94.0% |