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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 | $30,826 | $58,391-47.2% | $76,667-59.8% | $72,976-57.8% |
| Participation rate | 33.8% | 67.4%-33.6pp | 72.1%-38.3pp | 69.5%-35.7pp |
| Annual return | 14.85% | 2306.65%-2291.8pp | 1166.74%-1151.9pp | 81.02%-66.2pp |
| Employer contribution / active EE | $672 | $1,787-62.4% | $2,303-70.8% | $2,440-72.5% |
| Participant deferral / active EE | $951 | $2,690-64.7% | $3,336-71.5% | $3,608-73.6% |
| Admin fee / account holder | $1,714 | $4,014-57.3% | $6,423-73.3% | $5,124-66.6% |