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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 | $32,515 | $85,766-62.1% | $136,298-76.1% | $70,126-53.6% |
| Participation rate | 33.3% | 74.2%-40.8pp | 81.9%-48.6pp | 69.5%-36.2pp |
| Annual return | 12.80% | 31.46%-18.7pp | 5156.27%-5143.5pp | 73.15%-60.3pp |
| Employer contribution / active EE | $747 | $2,966-74.8% | $4,696-84.1% | $2,343-68.1% |
| Participant deferral / active EE | $1,860 | $5,051-63.2% | $6,247-70.2% | $3,332-44.2% |
| Admin fee / account holder | $5,187 | $5,421-4.3% | $9,244-43.9% | $4,645+11.7% |