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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 | $50,554-29.1% | $67,681-47.1% | $87,485-59.1% |
| Participation rate | 58.3% | 67.7%-9.4pp | 73.7%-15.4pp | 68.9%-10.6pp |
| Annual return | 10.55% | 17.81%-7.3pp | 590.58%-580.0pp | 26.06%-15.5pp |
| Employer contribution / active EE | $538 | $1,988-73.0% | $2,678-79.9% | $2,596-79.3% |
| Participant deferral / active EE | $766 | $2,961-74.1% | $3,976-80.7% | $4,274-82.1% |
| Admin fee / account holder | $2,475 | $4,132-40.1% | $6,100-59.4% | $7,775-68.2% |