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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 | $34,919 | $102,429-65.9% | $147,096-76.3% | $80,925-56.8% |
| Participation rate | 34.6% | 75.9%-41.2pp | 82.2%-47.6pp | 67.7%-33.0pp |
| Annual return | 6.67% | 135.02%-128.4pp | 419.75%-413.1pp | 35.65%-29.0pp |
| Employer contribution / active EE | $940 | $3,716-74.7% | $4,936-80.9% | $2,756-65.9% |
| Participant deferral / active EE | $2,192 | $6,649-67.0% | $8,071-72.8% | $4,299-49.0% |
| Admin fee / account holder | $20,831 | $7,957+161.8% | $13,005+60.2% | $6,940+200.2% |