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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 | $33,147 | $65,555-49.4% | $86,216-61.6% | $75,173-55.9% |
| Participation rate | 37.1% | 60.5%-23.3pp | 69.0%-31.8pp | 67.2%-30.1pp |
| Annual return | 11.34% | 46.07%-34.7pp | 1169.42%-1158.1pp | 160.72%-149.4pp |
| Employer contribution / active EE | $378 | $1,553-75.6% | $2,382-84.1% | $2,671-85.8% |
| Participant deferral / active EE | $506 | $3,023-83.3% | $3,986-87.3% | $4,126-87.7% |
| Admin fee / account holder | $3,125 | $5,469-42.9% | $6,853-54.4% | $5,651-44.7% |