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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 | $35,906 | $48,432-25.9% | $121,204-70.4% | $71,511-49.8% |
| Participation rate | 9.9% | 54.3%-44.4pp | 69.5%-59.6pp | 67.9%-58.0pp |
| Annual return | 1.70% | 23.28%-21.6pp | 987.18%-985.5pp | 28.86%-27.2pp |
| Employer contribution / active EE | $992 | $1,493-33.6% | $4,170-76.2% | $2,589-61.7% |
| Participant deferral / active EE | $489 | $2,756-82.2% | $4,083-88.0% | $4,291-88.6% |
| Admin fee / account holder | $2,589 | $1,845+40.4% | $5,651-54.2% | $1,588+63.0% |