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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 | $45,137 | $57,305-21.2% | $86,640-47.9% | $75,173-40.0% |
| Participation rate | 25.0% | 63.2%-38.2pp | 71.7%-46.7pp | 67.2%-42.2pp |
| Annual return | 11.43% | 2674.24%-2662.8pp | 592.52%-581.1pp | 160.72%-149.3pp |
| Employer contribution / active EE | $433 | $2,316-81.3% | $3,024-85.7% | $2,671-83.8% |
| Participant deferral / active EE | $673 | $3,320-79.7% | $4,438-84.8% | $4,126-83.7% |
| Admin fee / account holder | $3,601 | $4,116-12.5% | $5,616-35.9% | $5,651-36.3% |