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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 | $29,143 | $83,369-65.0% | $105,223-72.3% | $67,986-57.1% |
| Participation rate | 34.7% | 56.3%-21.6pp | 75.0%-40.4pp | 57.2%-22.5pp |
| Annual return | 5.92% | 24.64%-18.7pp | 180.65%-174.7pp | 31.67%-25.7pp |
| Employer contribution / active EE | $779 | $2,541-69.3% | $3,689-78.9% | $2,019-61.4% |
| Participant deferral / active EE | $1,224 | $3,295-62.8% | $5,072-75.9% | $3,358-63.5% |
| Admin fee / account holder | $3,285 | $4,073-19.3% | $8,859-62.9% | $3,203+2.5% |