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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 | $35,735 | $85,171-58.0% | $172,753-79.3% | $72,976-51.0% |
| Participation rate | 30.0% | 70.1%-40.1pp | 82.6%-52.6pp | 69.5%-39.5pp |
| Annual return | 14.01% | 27.32%-13.3pp | 803.00%-789.0pp | 81.02%-67.0pp |
| Employer contribution / active EE | $499 | $3,324-85.0% | $5,144-90.3% | $2,440-79.6% |
| Participant deferral / active EE | $661 | $3,260-79.7% | $5,198-87.3% | $3,608-81.7% |
| Admin fee / account holder | $12,401 | $5,880+110.9% | $13,956-11.1% | $5,124+142.0% |