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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 | $34,373 | $83,369-58.8% | $105,223-67.3% | $67,986-49.4% |
| Participation rate | 23.3% | 56.3%-33.0pp | 75.0%-51.7pp | 57.2%-33.9pp |
| Annual return | 12.14% | 24.64%-12.5pp | 180.65%-168.5pp | 31.67%-19.5pp |
| Employer contribution / active EE | $699 | $2,541-72.5% | $3,689-81.0% | $2,019-65.4% |
| Participant deferral / active EE | $1,055 | $3,295-68.0% | $5,072-79.2% | $3,358-68.6% |
| Admin fee / account holder | $2,304 | $4,073-43.4% | $8,859-74.0% | $3,203-28.1% |