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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 | $33,340 | $65,566-49.2% | $86,235-61.3% | $75,177-55.7% |
| Participation rate | 46.2% | 60.5%-14.3pp | 69.0%-22.8pp | 67.2%-21.1pp |
| Annual return | 10.04% | 46.07%-36.0pp | 1170.03%-1160.0pp | 160.75%-150.7pp |
| Employer contribution / active EE | $646 | $1,553-58.4% | $2,381-72.9% | $2,671-75.8% |
| Participant deferral / active EE | $1,156 | $3,023-61.8% | $3,987-71.0% | $4,126-72.0% |
| Admin fee / account holder | $2,561 | $5,470-53.2% | $6,856-62.6% | $5,651-54.7% |