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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 | $34,962 | $48,314-27.6% | $67,561-48.3% | $80,925-56.8% |
| Participation rate | 60.4% | 66.4%-6.0pp | 72.9%-12.5pp | 67.7%-7.3pp |
| Annual return | 9.22% | 18.28%-9.1pp | 3525.44%-3516.2pp | 35.65%-26.4pp |
| Employer contribution / active EE | $502 | $2,022-75.2% | $2,735-81.7% | $2,756-81.8% |
| Participant deferral / active EE | $697 | $2,927-76.2% | $4,003-82.6% | $4,299-83.8% |
| Admin fee / account holder | $4,320 | $3,690+17.1% | $4,006+7.8% | $6,940-37.8% |