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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 | $29,761 | $84,236-64.7% | $170,435-82.5% | $70,126-57.6% |
| Participation rate | 41.9% | 70.8%-28.9pp | 83.6%-41.7pp | 69.5%-27.6pp |
| Annual return | 9.29% | 23.06%-13.8pp | 205.94%-196.6pp | 73.15%-63.9pp |
| Employer contribution / active EE | $1,266 | $3,387-62.6% | $5,432-76.7% | $2,343-45.9% |
| Participant deferral / active EE | $219 | $3,086-92.9% | $4,939-95.6% | $3,332-93.4% |
| Admin fee / account holder | $6,397 | $5,698+12.3% | $13,881-53.9% | $4,645+37.7% |