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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 | $37,339 | $89,367-58.2% | $141,191-73.6% | $72,975-48.8% |
| Participation rate | 41.9% | 75.1%-33.2pp | 82.5%-40.5pp | 69.5%-27.6pp |
| Annual return | 18.79% | 111.87%-93.1pp | 71.41%-52.6pp | 81.01%-62.2pp |
| Employer contribution / active EE | $657 | $3,115-78.9% | $4,736-86.1% | $2,440-73.1% |
| Participant deferral / active EE | $1,314 | $5,419-75.8% | $6,710-80.4% | $3,608-63.6% |
| Admin fee / account holder | $983 | $5,957-83.5% | $10,264-90.4% | $5,124-80.8% |