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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 | $101,591-57.6% | $147,096-70.7% | $74,429-42.1% |
| Participation rate | 41.9% | 75.5%-33.7pp | 82.2%-40.3pp | 67.2%-25.4pp |
| Annual return | 10.75% | 8746.45%-8735.7pp | 419.75%-409.0pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $1,231 | $3,813-67.7% | $4,936-75.1% | $2,625-53.1% |
| Participant deferral / active EE | $2,594 | $7,302-64.5% | $8,071-67.9% | $4,348-40.3% |
| Admin fee / account holder | $24,442 | $1,750+1296.7% | $13,005+87.9% | $1,944+1157.1% |