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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 | $34,030 | $57,305-40.6% | $86,640-60.7% | $75,173-54.7% |
| Participation rate | 33.3% | 63.2%-29.9pp | 71.7%-38.4pp | 67.2%-33.9pp |
| Annual return | 10.61% | 2674.24%-2663.6pp | 592.52%-581.9pp | 160.72%-150.1pp |
| Employer contribution / active EE | $776 | $2,316-66.5% | $3,024-74.3% | $2,671-70.9% |
| Participant deferral / active EE | $542 | $3,320-83.7% | $4,438-87.8% | $4,126-86.9% |
| Admin fee / account holder | $3,838 | $4,116-6.8% | $5,616-31.7% | $5,651-32.1% |