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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 | $32,197 | $93,373-65.5% | $152,473-78.9% | $85,847-62.5% |
| Participation rate | 16.9% | 70.1%-53.2pp | 78.2%-61.3pp | 69.3%-52.5pp |
| Annual return | 8.82% | 21.84%-13.0pp | 757.59%-748.8pp | 318.61%-309.8pp |
| Employer contribution / active EE | $824 | $2,996-72.5% | $4,326-81.0% | $2,565-67.9% |
| Participant deferral / active EE | $1,087 | $4,550-76.1% | $5,817-81.3% | $3,952-72.5% |
| Admin fee / account holder | $6,007 | $13,853-56.6% | $15,811-62.0% | $6,261-4.1% |