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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 | $35,125 | $85,766-59.0% | $136,297-74.2% | $70,124-49.9% |
| Participation rate | 62.2% | 74.2%-12.0pp | 81.9%-19.8pp | 69.5%-7.4pp |
| Annual return | 7.38% | 31.45%-24.1pp | 5156.19%-5148.8pp | 73.14%-65.8pp |
| Employer contribution / active EE | $618 | $2,966-79.2% | $4,696-86.8% | $2,342-73.6% |
| Participant deferral / active EE | $1,465 | $5,051-71.0% | $6,247-76.5% | $3,332-56.0% |
| Admin fee / account holder | $2,582 | $5,420-52.4% | $9,244-72.1% | $4,645-44.4% |