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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 | $29,331 | $93,589-68.7% | $135,942-78.4% | $75,181-61.0% |
| Participation rate | 30.5% | 75.2%-44.7pp | 81.9%-51.4pp | 67.2%-36.7pp |
| Annual return | 12.19% | 30.90%-18.7pp | 68.28%-56.1pp | 160.69%-148.5pp |
| Employer contribution / active EE | $1,635 | $3,537-53.8% | $4,858-66.3% | $2,671-38.8% |
| Participant deferral / active EE | $171 | $6,405-97.3% | $7,759-97.8% | $4,126-95.9% |
| Admin fee / account holder | $8,006 | $6,977+14.7% | $10,764-25.6% | $5,650+41.7% |