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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 | $30,133 | $77,814-61.3% | $158,223-81.0% | $86,983-65.4% |
| Participation rate | 39.7% | 68.4%-28.7pp | 79.2%-39.5pp | 69.5%-29.8pp |
| Annual return | 8.80% | 30.54%-21.7pp | 52.09%-43.3pp | 25.83%-17.0pp |
| Employer contribution / active EE | $500 | $2,592-80.7% | $4,109-87.8% | $2,584-80.6% |
| Participant deferral / active EE | $792 | $3,270-75.8% | $5,467-85.5% | $4,194-81.1% |
| Admin fee / account holder | $15,620 | $5,879+165.7% | $16,047-2.7% | $7,856+98.8% |