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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 | $33,854 | $85,766-60.5% | $136,298-75.2% | $70,126-51.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 12.83% | 31.46%-18.6pp | 5156.27%-5143.4pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,370 | $2,966-53.8% | $4,696-70.8% | $2,343-41.5% |
| Participant deferral / active EE | $2,126 | $5,051-57.9% | $6,247-66.0% | $3,332-36.2% |
| Admin fee / account holder | $9,416 | $5,421+73.7% | $9,244+1.9% | $4,645+102.7% |