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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 | $30,051 | $103,392-70.9% | $87,104-65.5% | $152,897-80.3% |
| Participation rate | 33.3% | 79.4%-46.0pp | 76.9%-43.5pp | 82.5%-49.1pp |
| Annual return | 9.40% | 28.10%-18.7pp | 28.19%-18.8pp | 345.43%-336.0pp |
| Employer contribution / active EE | $688 | $3,221-78.6% | $2,521-72.7% | $4,764-85.6% |
| Participant deferral / active EE | $819 | $4,778-82.9% | $4,048-79.8% | $5,851-86.0% |
| Admin fee / account holder | $5,143 | $12,194-57.8% | $7,491-31.4% | $11,599-55.7% |