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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 | $32,916 | $56,116-41.3% | $135,768-75.8% | $86,983-62.2% |
| Participation rate | 26.8% | 60.1%-33.4pp | 71.1%-44.3pp | 69.5%-42.8pp |
| Annual return | 4.98% | 125.33%-120.4pp | 526.10%-521.1pp | 25.83%-20.9pp |
| Employer contribution / active EE | $434 | $1,528-71.6% | $3,394-87.2% | $2,584-83.2% |
| Participant deferral / active EE | $788 | $2,690-70.7% | $3,977-80.2% | $4,194-81.2% |
| Admin fee / account holder | $1,279 | $4,314-70.4% | $7,048-81.9% | $7,856-83.7% |