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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 | $23,922 | $85,766-72.1% | $136,298-82.4% | $70,126-65.9% |
| Participation rate | 27.7% | 74.2%-46.5pp | 81.9%-54.3pp | 69.5%-41.9pp |
| Annual return | 12.67% | 31.46%-18.8pp | 5156.27%-5143.6pp | 73.15%-60.5pp |
| Employer contribution / active EE | $710 | $2,966-76.1% | $4,696-84.9% | $2,343-69.7% |
| Participant deferral / active EE | $1,643 | $5,051-67.5% | $6,247-73.7% | $3,332-50.7% |
| Admin fee / account holder | $4,958 | $5,421-8.5% | $9,244-46.4% | $4,645+6.7% |