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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 | $30,943 | $51,638-40.1% | $129,406-76.1% | $80,959-61.8% |
| Participation rate | 26.6% | 56.9%-30.3pp | 69.6%-43.1pp | 67.7%-41.1pp |
| Annual return | 10.29% | 20.78%-10.5pp | 9468.18%-9457.9pp | 35.67%-25.4pp |
| Employer contribution / active EE | $440 | $1,584-72.2% | $4,155-89.4% | $2,757-84.0% |
| Participant deferral / active EE | $624 | $2,670-76.6% | $4,167-85.0% | $4,300-85.5% |
| Admin fee / account holder | $4,707 | $4,313+9.1% | $7,689-38.8% | $6,925-32.0% |