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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 | $34,907 | $95,406-63.4% | $185,849-81.2% | $85,847-59.3% |
| Participation rate | 47.1% | 68.8%-21.6pp | 81.7%-34.6pp | 69.3%-22.2pp |
| Annual return | 9.95% | 23.59%-13.6pp | 122.10%-112.1pp | 318.61%-308.7pp |
| Employer contribution / active EE | $734 | $3,314-77.9% | $5,169-85.8% | $2,565-71.4% |
| Participant deferral / active EE | $816 | $3,424-76.2% | $5,569-85.3% | $3,952-79.3% |
| Admin fee / account holder | $1,855 | $7,214-74.3% | $16,244-88.6% | $6,261-70.4% |