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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 | $31,717 | $83,369-62.0% | $105,223-69.9% | $67,986-53.3% |
| Participation rate | 46.8% | 56.3%-9.5pp | 75.0%-28.3pp | 57.2%-10.4pp |
| Annual return | 11.06% | 24.64%-13.6pp | 180.65%-169.6pp | 31.67%-20.6pp |
| Employer contribution / active EE | $1,040 | $2,541-59.1% | $3,689-71.8% | $2,019-48.5% |
| Participant deferral / active EE | $406 | $3,295-87.7% | $5,072-92.0% | $3,358-87.9% |
| Admin fee / account holder | $1,776 | $4,073-56.4% | $8,859-80.0% | $3,203-44.6% |