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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 | $35,673 | $57,305-37.7% | $86,640-58.8% | $75,173-52.5% |
| Participation rate | 46.3% | 63.2%-16.9pp | 71.7%-25.4pp | 67.2%-20.9pp |
| Annual return | 11.78% | 2674.24%-2662.5pp | 592.52%-580.7pp | 160.72%-148.9pp |
| Employer contribution / active EE | $322 | $2,316-86.1% | $3,024-89.4% | $2,671-88.0% |
| Participant deferral / active EE | $723 | $3,320-78.2% | $4,438-83.7% | $4,126-82.5% |
| Admin fee / account holder | $2,936 | $4,116-28.7% | $5,616-47.7% | $5,651-48.0% |