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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 | $38,147 | $91,198-58.2% | $178,503-78.6% | $79,856-52.2% |
| Participation rate | 32.7% | 69.2%-36.6pp | 81.9%-49.3pp | 69.6%-37.0pp |
| Annual return | 6.01% | 24.20%-18.2pp | 151.12%-145.1pp | 31.71%-25.7pp |
| Employer contribution / active EE | $793 | $3,257-75.6% | $5,011-84.2% | $2,471-67.9% |
| Participant deferral / active EE | $856 | $3,237-73.5% | $5,202-83.5% | $3,741-77.1% |
| Admin fee / account holder | $6,187 | $6,748-8.3% | $13,987-55.8% | $5,306+16.6% |