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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 | $30,601 | $65,395-53.2% | $182,558-83.2% | $72,976-58.1% |
| Participation rate | 36.1% | 65.4%-29.3pp | 78.0%-41.9pp | 69.5%-33.4pp |
| Annual return | 15.81% | 27.68%-11.9pp | 148.59%-132.8pp | 81.02%-65.2pp |
| Employer contribution / active EE | $741 | $1,911-61.2% | $4,076-81.8% | $2,440-69.6% |
| Participant deferral / active EE | $1,068 | $3,563-70.0% | $5,526-80.7% | $3,608-70.4% |
| Admin fee / account holder | $1,671 | $4,245-60.6% | $8,594-80.6% | $5,124-67.4% |