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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 | $30,382 | $85,766-64.6% | $136,298-77.7% | $70,126-56.7% |
| Participation rate | 36.8% | 74.2%-37.3pp | 81.9%-45.1pp | 69.5%-32.7pp |
| Annual return | 13.64% | 31.46%-17.8pp | 5156.27%-5142.6pp | 73.15%-59.5pp |
| Employer contribution / active EE | $761 | $2,966-74.3% | $4,696-83.8% | $2,343-67.5% |
| Participant deferral / active EE | $1,872 | $5,051-62.9% | $6,247-70.0% | $3,332-43.8% |
| Admin fee / account holder | $15,283 | $5,421+181.9% | $9,244+65.3% | $4,645+229.0% |