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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 | $76,822 | $180,749-57.5% | $160,784-52.2% | $137,256-44.0% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.0%-21.4pp | 80.0%-24.4pp |
| Annual return | 8.76% | 2234.46%-2225.7pp | 1803.92%-1795.2pp | 220.34%-211.6pp |
| Employer contribution / active EE | $730 | $4,155-82.4% | $3,733-80.5% | $4,156-82.4% |
| Participant deferral / active EE | $983 | $6,844-85.6% | $6,293-84.4% | $6,407-84.7% |
| Admin fee / account holder | $43,475 | $10,397+318.2% | $9,717+347.4% | $12,270+254.3% |