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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 | $88,702-35.3% | $81,780-29.8% | $145,978-60.7% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 9.10% | 1029.12%-1020.0pp | 776.27%-767.2pp | 550.52%-541.4pp |
| Employer contribution / active EE | $480 | $3,084-84.4% | $2,914-83.5% | $4,662-89.7% |
| Participant deferral / active EE | $600 | $4,645-87.1% | $4,321-86.1% | $6,690-91.0% |
| Admin fee / account holder | $325 | $8,414-96.1% | $7,384-95.6% | $13,400-97.6% |