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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 | $37,369 | $48,053-22.2% | $84,637-55.8% | $72,976-48.8% |
| Participation rate | 25.0% | 57.6%-32.6pp | 68.2%-43.2pp | 69.5%-44.5pp |
| Annual return | 8.39% | 37.39%-29.0pp | 258.82%-250.4pp | 81.02%-72.6pp |
| Employer contribution / active EE | $359 | $1,602-77.6% | $2,653-86.5% | $2,440-85.3% |
| Participant deferral / active EE | $497 | $2,681-81.5% | $3,900-87.3% | $3,608-86.2% |
| Admin fee / account holder | $9,565 | $3,395+181.7% | $4,914+94.6% | $5,124+86.7% |