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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 | $34,193 | $70,366-51.4% | $66,674-48.7% | $138,895-75.4% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 8.15% | 386.41%-378.3pp | 321.24%-313.1pp | 145.39%-137.2pp |
| Employer contribution / active EE | $484 | $2,765-82.5% | $2,620-81.5% | $4,194-88.5% |
| Participant deferral / active EE | $545 | $4,374-87.6% | $4,084-86.7% | $6,396-91.5% |
| Admin fee / account holder | $9,101 | $5,262+72.9% | $5,098+78.5% | $12,562-27.6% |