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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 | $35,312 | $105,200-66.4% | $159,474-77.9% | $85,847-58.9% |
| Participation rate | 37.3% | 75.8%-38.5pp | 82.8%-45.5pp | 69.3%-32.0pp |
| Annual return | 8.46% | 45.08%-36.6pp | 263.68%-255.2pp | 318.61%-310.2pp |
| Employer contribution / active EE | $2,211 | $3,319-33.4% | $4,831-54.2% | $2,565-13.8% |
| Participant deferral / active EE | $507 | $5,946-91.5% | $7,353-93.1% | $3,952-87.2% |
| Admin fee / account holder | $3,207 | $6,934-53.8% | $10,802-70.3% | $6,261-48.8% |