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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 | $31,430 | $89,370-64.8% | $141,197-77.7% | $72,976-56.9% |
| Participation rate | 61.1% | 75.1%-14.0pp | 82.5%-21.4pp | 69.5%-8.4pp |
| Annual return | 14.94% | 111.88%-96.9pp | 71.41%-56.5pp | 81.02%-66.1pp |
| Employer contribution / active EE | $1,037 | $3,115-66.7% | $4,736-78.1% | $2,440-57.5% |
| Participant deferral / active EE | $1,297 | $5,419-76.1% | $6,710-80.7% | $3,608-64.1% |
| Admin fee / account holder | $2,167 | $5,957-63.6% | $10,265-78.9% | $5,124-57.7% |