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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 | $56,315 | $109,872-48.7% | $98,483-42.8% | $167,536-66.4% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 4.80% | 1959.31%-1954.5pp | 1494.38%-1489.6pp | 478.82%-474.0pp |
| Employer contribution / active EE | $838 | $3,225-74.0% | $2,961-71.7% | $4,839-82.7% |
| Participant deferral / active EE | $859 | $4,673-81.6% | $4,276-79.9% | $6,342-86.5% |
| Admin fee / account holder | $24,816 | $6,757+267.3% | $5,953+316.9% | $12,315+101.5% |