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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 | $32,104 | $63,861-49.7% | $104,639-69.3% | $79,856-59.8% |
| Participation rate | 63.5% | 64.9%-1.4pp | 74.1%-10.6pp | 69.6%-6.1pp |
| Annual return | 3.24% | 21.30%-18.1pp | 340.67%-337.4pp | 31.71%-28.5pp |
| Employer contribution / active EE | $754 | $1,588-52.5% | $2,682-71.9% | $2,471-69.5% |
| Participant deferral / active EE | $820 | $2,693-69.6% | $3,738-78.1% | $3,741-78.1% |
| Admin fee / account holder | $2,553 | $4,185-39.0% | $6,465-60.5% | $5,306-51.9% |