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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 | $38,339 | $58,726-34.7% | $92,236-58.4% | $62,293-38.5% |
| Participation rate | 22.8% | 68.3%-45.6pp | 76.5%-53.7pp | 69.5%-46.7pp |
| Annual return | 6.27% | 43.62%-37.4pp | 176.29%-170.0pp | 28.90%-22.6pp |
| Employer contribution / active EE | $831 | $2,392-65.3% | $3,679-77.4% | $2,042-59.3% |
| Participant deferral / active EE | $633 | $2,766-77.1% | $3,897-83.8% | $3,169-80.0% |
| Admin fee / account holder | $2,149 | $556+286.2% | $5,194-58.6% | $479+348.3% |