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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 | $31,138 | $85,766-63.7% | $136,298-77.2% | $70,126-55.6% |
| Participation rate | 42.4% | 74.2%-31.7pp | 81.9%-39.5pp | 69.5%-27.1pp |
| Annual return | 11.79% | 31.46%-19.7pp | 5156.27%-5144.5pp | 73.15%-61.4pp |
| Employer contribution / active EE | $560 | $2,966-81.1% | $4,696-88.1% | $2,343-76.1% |
| Participant deferral / active EE | $1,402 | $5,051-72.2% | $6,247-77.6% | $3,332-57.9% |
| Admin fee / account holder | $5,419 | $5,4210% | $9,244-41.4% | $4,645+16.6% |