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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 | $71,260 | $96,643-26.3% | $86,617-17.7% | $139,456-48.9% |
| Participation rate | 36.4% | 74.4%-38.0pp | 71.7%-35.3pp | 80.3%-44.0pp |
| Annual return | 7.91% | 106.57%-98.7pp | 591.91%-584.0pp | 373.45%-365.5pp |
| Employer contribution / active EE | $629 | $3,264-80.7% | $3,023-79.2% | $4,753-86.8% |
| Participant deferral / active EE | $756 | $4,835-84.4% | $4,437-83.0% | $6,711-88.7% |
| Admin fee / account holder | $19,654 | $6,406+206.8% | $5,613+250.2% | $11,407+72.3% |