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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 | $51,736-43.5% | $120,225-75.7% | $67,986-57.0% |
| Participation rate | 23.1% | 46.1%-22.9pp | 69.6%-46.4pp | 57.2%-34.1pp |
| Annual return | 9.99% | 31.98%-22.0pp | 439.23%-429.2pp | 31.67%-21.7pp |
| Employer contribution / active EE | $790 | $1,071-26.2% | $3,475-77.3% | $2,019-60.9% |
| Participant deferral / active EE | $158 | $2,206-92.8% | $3,999-96.0% | $3,358-95.3% |
| Admin fee / account holder | $6,261 | $4,159+50.5% | $5,696+9.9% | $3,203+95.5% |