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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 | $29,884 | $77,908-61.6% | $149,696-80.0% | $75,173-60.2% |
| Participation rate | 36.2% | 65.6%-29.4pp | 78.8%-42.6pp | 67.2%-31.0pp |
| Annual return | 11.60% | 31.73%-20.1pp | 134.46%-122.9pp | 160.72%-149.1pp |
| Employer contribution / active EE | $570 | $3,138-81.8% | $4,821-88.2% | $2,671-78.7% |
| Participant deferral / active EE | $664 | $3,411-80.5% | $5,682-88.3% | $4,126-83.9% |
| Admin fee / account holder | $634 | $5,950-89.3% | $13,212-95.2% | $5,651-88.8% |