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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 | $30,603 | $75,541-59.5% | $152,093-79.9% | $82,637-63.0% |
| Participation rate | 34.6% | 66.5%-31.9pp | 77.8%-43.2pp | 68.1%-33.4pp |
| Annual return | 9.98% | 32.56%-22.6pp | 66.36%-56.4pp | 53.51%-43.5pp |
| Employer contribution / active EE | $503 | $2,622-80.8% | $4,175-88.0% | $2,552-80.3% |
| Participant deferral / active EE | $723 | $3,206-77.4% | $5,451-86.7% | $4,126-82.5% |
| Admin fee / account holder | $4,599 | $6,405-28.2% | $14,497-68.3% | $7,339-37.3% |