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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 | $34,069 | $101,653-66.5% | $147,080-76.8% | $74,459-54.2% |
| Participation rate | 51.5% | 75.6%-24.0pp | 82.2%-30.6pp | 67.2%-15.7pp |
| Annual return | 12.38% | 8754.98%-8742.6pp | 420.17%-407.8pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $1,054 | $3,813-72.4% | $4,933-78.6% | $2,626-59.9% |
| Participant deferral / active EE | $1,688 | $7,304-76.9% | $8,066-79.1% | $4,350-61.2% |
| Admin fee / account holder | $930 | $1,752-46.9% | $12,989-92.8% | $1,945-52.2% |