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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 | $37,829 | $91,179-58.5% | $178,499-78.8% | $79,852-52.6% |
| Participation rate | 21.8% | 69.2%-47.4pp | 81.9%-60.1pp | 69.6%-47.8pp |
| Annual return | 8.21% | 24.19%-16.0pp | 151.10%-142.9pp | 31.72%-23.5pp |
| Employer contribution / active EE | $425 | $3,256-86.9% | $5,011-91.5% | $2,471-82.8% |
| Participant deferral / active EE | $541 | $3,236-83.3% | $5,202-89.6% | $3,740-85.5% |
| Admin fee / account holder | $4,319 | $6,749-36.0% | $13,986-69.1% | $5,306-18.6% |