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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 | $50,465 | $109,863-54.1% | $98,477-48.8% | $167,518-69.9% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | 6.89% | 1958.09%-1951.2pp | 1493.59%-1486.7pp | 478.71%-471.8pp |
| Employer contribution / active EE | $486 | $3,225-84.9% | $2,961-83.6% | $4,838-90.0% |
| Participant deferral / active EE | $490 | $4,673-89.5% | $4,276-88.5% | $6,342-92.3% |
| Admin fee / account holder | $25,444 | $6,755+276.7% | $5,951+327.6% | $12,312+106.7% |