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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 | $30,803 | $60,504-49.1% | $81,882-62.4% | $74,478-58.6% |
| Participation rate | 45.8% | 62.9%-17.1pp | 72.4%-26.6pp | 67.2%-21.4pp |
| Annual return | 8.94% | 16.91%-8.0pp | 779.47%-770.5pp | 1370.56%-1361.6pp |
| Employer contribution / active EE | $479 | $2,627-81.8% | $2,916-83.6% | $2,626-81.8% |
| Participant deferral / active EE | $735 | $3,400-78.4% | $4,323-83.0% | $4,350-83.1% |
| Admin fee / account holder | $1,777 | $1,492+19.1% | $7,360-75.9% | $1,946-8.7% |