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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 | $43,065 | $101,672-57.6% | $147,117-70.7% | $74,478-42.2% |
| Participation rate | 41.9% | 75.5%-33.7pp | 82.2%-40.3pp | 67.2%-25.4pp |
| Annual return | 10.75% | 8757.83%-8747.1pp | 420.54%-409.8pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $1,231 | $3,813-67.7% | $4,932-75.1% | $2,626-53.1% |
| Participant deferral / active EE | $2,594 | $7,305-64.5% | $8,065-67.8% | $4,350-40.4% |
| Admin fee / account holder | $24,442 | $1,753+1294.2% | $12,993+88.1% | $1,946+1156.1% |