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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 | $57,483 | $85,766-33.0% | $136,298-57.8% | $70,126-18.0% |
| Participation rate | 28.9% | 74.2%-45.2pp | 81.9%-53.0pp | 69.5%-40.6pp |
| Annual return | 11.46% | 31.46%-20.0pp | 5156.27%-5144.8pp | 73.15%-61.7pp |
| Employer contribution / active EE | $564 | $2,966-81.0% | $4,696-88.0% | $2,343-75.9% |
| Participant deferral / active EE | $1,501 | $5,051-70.3% | $6,247-76.0% | $3,332-55.0% |
| Admin fee / account holder | $45,404 | $5,421+737.6% | $9,244+391.2% | $4,645+877.4% |