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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 | $42,928 | $80,763-46.8% | $102,412-58.1% | $74,459-42.3% |
| Participation rate | 30.6% | 65.7%-35.1pp | 74.5%-43.9pp | 67.2%-36.7pp |
| Annual return | 10.71% | 27.57%-16.9pp | 24.94%-14.2pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $779 | $3,160-75.3% | $3,870-79.9% | $2,626-70.3% |
| Participant deferral / active EE | $1,434 | $3,862-62.9% | $5,060-71.7% | $4,350-67.0% |
| Admin fee / account holder | $26,223 | $2,371+1005.8% | $8,388+212.6% | $1,945+1248.4% |