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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 | $57,401 | $88,815-35.4% | $81,882-29.9% | $145,897-60.7% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 9.10% | 1033.75%-1024.6pp | 779.47%-770.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $480 | $3,086-84.4% | $2,916-83.5% | $4,663-89.7% |
| Participant deferral / active EE | $600 | $4,647-87.1% | $4,323-86.1% | $6,689-91.0% |
| Admin fee / account holder | $325 | $8,434-96.1% | $7,360-95.6% | $13,390-97.6% |