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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 | $76,407-59.9% | $150,298-79.6% | $82,448-62.9% |
| Participation rate | 34.6% | 66.4%-31.8pp | 77.8%-43.1pp | 68.1%-33.5pp |
| Annual return | 9.98% | 39.99%-30.0pp | 62.79%-52.8pp | 41.64%-31.7pp |
| Employer contribution / active EE | $503 | $2,614-80.8% | $4,154-87.9% | $2,551-80.3% |
| Participant deferral / active EE | $723 | $3,214-77.5% | $5,453-86.7% | $4,139-82.5% |
| Admin fee / account holder | $4,599 | $6,352-27.6% | $14,116-67.4% | $7,234-36.4% |