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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 | $35,819 | $47,479-24.6% | $62,929-43.1% | $82,448-56.6% |
| Participation rate | 58.3% | 66.9%-8.5pp | 73.1%-14.8pp | 68.1%-9.7pp |
| Annual return | 10.55% | 20.34%-9.8pp | 1063.93%-1053.4pp | 41.64%-31.1pp |
| Employer contribution / active EE | $538 | $1,885-71.5% | $2,505-78.5% | $2,551-78.9% |
| Participant deferral / active EE | $766 | $2,870-73.3% | $3,888-80.3% | $4,139-81.5% |
| Admin fee / account holder | $2,475 | $3,804-34.9% | $5,065-51.1% | $7,234-65.8% |