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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 | $29,356 | $68,398-57.1% | $94,664-69.0% | $75,173-60.9% |
| Participation rate | 62.5% | 76.1%-13.6pp | 80.8%-18.3pp | 67.2%-4.7pp |
| Annual return | 13.69% | 616.72%-603.0pp | 156.84%-143.1pp | 160.72%-147.0pp |
| Employer contribution / active EE | $735 | $2,701-72.8% | $3,673-80.0% | $2,671-72.5% |
| Participant deferral / active EE | $2,157 | $6,537-67.0% | $7,417-70.9% | $4,126-47.7% |
| Admin fee / account holder | $3,140 | $5,324-41.0% | $7,222-56.5% | $5,651-44.4% |