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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 | $31,361 | $85,766-63.4% | $136,298-77.0% | $70,126-55.3% |
| Participation rate | 54.1% | 74.2%-20.1pp | 81.9%-27.9pp | 69.5%-15.5pp |
| Annual return | 11.84% | 31.46%-19.6pp | 5156.27%-5144.4pp | 73.15%-61.3pp |
| Employer contribution / active EE | $905 | $2,966-69.5% | $4,696-80.7% | $2,343-61.4% |
| Participant deferral / active EE | $1,206 | $5,051-76.1% | $6,247-80.7% | $3,332-63.8% |
| Admin fee / account holder | $1,398 | $5,421-74.2% | $9,244-84.9% | $4,645-69.9% |