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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 | $51,631-40.1% | $129,397-76.1% | $80,925-61.8% |
| Participation rate | 26.6% | 56.9%-30.4pp | 69.6%-43.0pp | 67.7%-41.1pp |
| Annual return | 10.29% | 20.77%-10.5pp | 9453.98%-9443.7pp | 35.65%-25.4pp |
| Employer contribution / active EE | $440 | $1,583-72.2% | $4,154-89.4% | $2,756-84.0% |
| Participant deferral / active EE | $624 | $2,670-76.6% | $4,167-85.0% | $4,299-85.5% |
| Admin fee / account holder | $4,707 | $4,309+9.2% | $7,679-38.7% | $6,940-32.2% |