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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 | $33,242 | $75,807-56.1% | $116,096-71.4% | $86,983-61.8% |
| Participation rate | 56.4% | 66.9%-10.5pp | 73.3%-16.9pp | 69.5%-13.1pp |
| Annual return | 11.37% | 18.57%-7.2pp | 326.25%-314.9pp | 25.83%-14.5pp |
| Employer contribution / active EE | $986 | $1,892-47.9% | $2,503-60.6% | $2,584-61.8% |
| Participant deferral / active EE | $986 | $3,212-69.3% | $3,952-75.0% | $4,194-76.5% |
| Admin fee / account holder | $5,332 | $6,659-19.9% | $7,704-30.8% | $7,856-32.1% |