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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 | $33,095 | $80,753-59.0% | $136,297-75.7% | $62,293-46.9% |
| Participation rate | 47.5% | 73.5%-26.1pp | 81.9%-34.5pp | 69.5%-22.1pp |
| Annual return | 10.52% | 35.83%-25.3pp | 5156.19%-5145.7pp | 28.90%-18.4pp |
| Employer contribution / active EE | $695 | $2,884-75.9% | $4,696-85.2% | $2,042-66.0% |
| Participant deferral / active EE | $1,675 | $5,164-67.6% | $6,247-73.2% | $3,169-47.2% |
| Admin fee / account holder | $2,468 | $525+369.7% | $9,244-73.3% | $479+414.9% |