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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 | $42,459 | $102,595-58.6% | $94,057-54.9% | $154,746-72.6% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 80.7%-58.5pp |
| Annual return | 5.83% | 583.42%-577.6pp | 480.62%-474.8pp | 172.34%-166.5pp |
| Employer contribution / active EE | $479 | $3,147-84.8% | $2,933-83.7% | $4,379-89.1% |
| Participant deferral / active EE | $851 | $5,118-83.4% | $4,709-81.9% | $6,730-87.4% |
| Admin fee / account holder | $34,871 | $7,736+350.8% | $7,244+381.3% | $14,365+142.7% |