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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 | $29,443 | $49,199-40.2% | $121,204-75.7% | $75,173-60.8% |
| Participation rate | 27.3% | 55.4%-28.2pp | 69.5%-42.3pp | 67.2%-39.9pp |
| Annual return | 13.30% | 56.04%-42.7pp | 987.18%-973.9pp | 160.72%-147.4pp |
| Employer contribution / active EE | $390 | $1,547-74.8% | $4,170-90.7% | $2,671-85.4% |
| Participant deferral / active EE | $562 | $2,630-78.6% | $4,083-86.2% | $4,126-86.4% |
| Admin fee / account holder | $3,836 | $3,946-2.8% | $5,651-32.1% | $5,651-32.1% |