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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 | $31,712 | $78,690-59.7% | $161,489-80.4% | $87,485-63.8% |
| Participation rate | 37.8% | 67.5%-29.6pp | 78.7%-40.9pp | 68.9%-31.1pp |
| Annual return | 7.93% | 32.74%-24.8pp | 89.72%-81.8pp | 26.06%-18.1pp |
| Employer contribution / active EE | $529 | $2,588-79.6% | $4,268-87.6% | $2,596-79.6% |
| Participant deferral / active EE | $874 | $3,311-73.6% | $5,630-84.5% | $4,274-79.6% |
| Admin fee / account holder | $5,563 | $6,724-17.3% | $16,006-65.2% | $7,775-28.4% |