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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 | $28,798 | $98,760-70.8% | $149,715-80.8% | $79,858-63.9% |
| Participation rate | 38.5% | 75.8%-37.3pp | 82.5%-44.0pp | 69.6%-31.2pp |
| Annual return | 7.10% | 27.43%-20.3pp | 276.66%-269.6pp | 31.72%-24.6pp |
| Employer contribution / active EE | $804 | $3,217-75.0% | $4,645-82.7% | $2,471-67.5% |
| Participant deferral / active EE | $1,659 | $5,681-70.8% | $6,842-75.8% | $3,740-55.6% |
| Admin fee / account holder | $2,168 | $6,053-64.2% | $9,310-76.7% | $5,306-59.1% |