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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 | $102,422-65.9% | $147,117-76.3% | $80,959-56.9% |
| Participation rate | 34.6% | 75.9%-41.3pp | 82.2%-47.6pp | 67.7%-33.1pp |
| Annual return | 6.67% | 135.16%-128.5pp | 420.54%-413.9pp | 35.67%-29.0pp |
| Employer contribution / active EE | $940 | $3,717-74.7% | $4,932-80.9% | $2,757-65.9% |
| Participant deferral / active EE | $2,192 | $6,652-67.0% | $8,065-72.8% | $4,300-49.0% |
| Admin fee / account holder | $20,831 | $7,953+161.9% | $12,993+60.3% | $6,925+200.8% |