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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 | $30,599 | $85,766-64.3% | $136,298-77.6% | $70,126-56.4% |
| Participation rate | 51.8% | 74.2%-22.4pp | 81.9%-30.1pp | 69.5%-17.8pp |
| Annual return | 13.89% | 31.46%-17.6pp | 5156.27%-5142.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $749 | $2,966-74.8% | $4,696-84.1% | $2,343-68.0% |
| Participant deferral / active EE | $1,269 | $5,051-74.9% | $6,247-79.7% | $3,332-61.9% |
| Admin fee / account holder | $1,672 | $5,421-69.2% | $9,244-81.9% | $4,645-64.0% |