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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 | $36,392 | $102,382-64.5% | $147,005-75.2% | $80,874-55.0% |
| Participation rate | 36.2% | 75.8%-39.6pp | 82.2%-46.0pp | 67.6%-31.4pp |
| Annual return | 8.38% | 134.89%-126.5pp | 418.76%-410.4pp | 35.62%-27.2pp |
| Employer contribution / active EE | $900 | $3,715-75.8% | $4,934-81.8% | $2,756-67.3% |
| Participant deferral / active EE | $2,060 | $6,646-69.0% | $8,070-74.5% | $4,297-52.1% |
| Admin fee / account holder | $10,355 | $7,942+30.4% | $13,006-20.4% | $6,935+49.3% |