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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 | $30,379 | $105,198-71.1% | $159,455-80.9% | $85,856-64.6% |
| Participation rate | 36.0% | 75.8%-39.8pp | 82.8%-46.8pp | 69.3%-33.3pp |
| Annual return | 10.94% | 45.08%-34.1pp | 263.63%-252.7pp | 318.58%-307.6pp |
| Employer contribution / active EE | $790 | $3,319-76.2% | $4,830-83.6% | $2,565-69.2% |
| Participant deferral / active EE | $1,794 | $5,946-69.8% | $7,353-75.6% | $3,952-54.6% |
| Admin fee / account holder | $3,989 | $6,934-42.5% | $10,800-63.1% | $6,261-36.3% |