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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 | $36,489 | $77,908-53.2% | $149,696-75.6% | $75,173-51.5% |
| Participation rate | 40.3% | 65.6%-25.3pp | 78.8%-38.5pp | 67.2%-26.9pp |
| Annual return | 12.32% | 31.73%-19.4pp | 134.46%-122.1pp | 160.72%-148.4pp |
| Employer contribution / active EE | $460 | $3,138-85.3% | $4,821-90.5% | $2,671-82.8% |
| Participant deferral / active EE | $506 | $3,411-85.2% | $5,682-91.1% | $4,126-87.7% |
| Admin fee / account holder | $5,819 | $5,950-2.2% | $13,212-56.0% | $5,651+3.0% |