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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 | $32,103 | $77,164-58.4% | $178,014-82.0% | $80,874-60.3% |
| Participation rate | 30.2% | 65.7%-35.5pp | 77.1%-46.9pp | 67.6%-37.4pp |
| Annual return | 7.00% | 18.09%-11.1pp | 294.80%-287.8pp | 35.62%-28.6pp |
| Employer contribution / active EE | $1,676 | $2,288-26.7% | $3,950-57.6% | $2,756-39.2% |
| Participant deferral / active EE | $502 | $4,408-88.6% | $6,276-92.0% | $4,297-88.3% |
| Admin fee / account holder | $24,492 | $7,164+241.9% | $10,362+136.4% | $6,935+253.2% |