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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 | $30,174 | $85,766-64.8% | $136,298-77.9% | $70,126-57.0% |
| Participation rate | 32.4% | 74.2%-41.8pp | 81.9%-49.6pp | 69.5%-37.2pp |
| Annual return | 13.51% | 31.46%-17.9pp | 5156.27%-5142.8pp | 73.15%-59.6pp |
| Employer contribution / active EE | $821 | $2,966-72.3% | $4,696-82.5% | $2,343-64.9% |
| Participant deferral / active EE | $1,734 | $5,051-65.7% | $6,247-72.2% | $3,332-48.0% |
| Admin fee / account holder | $2,096 | $5,421-61.3% | $9,244-77.3% | $4,645-54.9% |