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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 | $38,324 | $62,672-38.8% | $185,117-79.3% | $70,126-45.3% |
| Participation rate | 36.8% | 63.8%-26.9pp | 77.3%-40.4pp | 69.5%-32.7pp |
| Annual return | 10.24% | 40.79%-30.5pp | 40.50%-30.3pp | 73.15%-62.9pp |
| Employer contribution / active EE | $523 | $1,753-70.2% | $4,182-87.5% | $2,343-77.7% |
| Participant deferral / active EE | $711 | $3,272-78.3% | $5,045-85.9% | $3,332-78.6% |
| Admin fee / account holder | $6,328 | $3,932+60.9% | $8,159-22.5% | $4,645+36.2% |