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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 | $54,866 | $102,422-46.4% | $147,117-62.7% | $80,959-32.2% |
| Participation rate | 32.3% | 75.9%-43.6pp | 82.2%-49.9pp | 67.7%-35.4pp |
| Annual return | 10.41% | 135.16%-124.7pp | 420.54%-410.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $914 | $3,717-75.4% | $4,932-81.5% | $2,757-66.9% |
| Participant deferral / active EE | $1,651 | $6,652-75.2% | $8,065-79.5% | $4,300-61.6% |
| Admin fee / account holder | $3,088 | $7,953-61.2% | $12,993-76.2% | $6,925-55.4% |