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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 | $29,246 | $58,408-49.9% | $180,320-83.8% | $69,733-58.1% |
| Participation rate | 23.1% | 54.2%-31.1pp | 71.5%-48.4pp | 62.5%-39.3pp |
| Annual return | 9.99% | 15.02%-5.0pp | 778.54%-768.6pp | 15.22%-5.2pp |
| Employer contribution / active EE | $790 | $1,159-31.8% | $4,108-80.8% | $2,250-64.9% |
| Participant deferral / active EE | $158 | $2,723-94.2% | $4,304-96.3% | $3,054-94.8% |
| Admin fee / account holder | $6,261 | $4,205+48.9% | $10,000-37.4% | $3,102+101.8% |