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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 | $39,236 | $68,412-42.6% | $94,679-58.6% | $75,181-47.8% |
| Participation rate | 29.3% | 76.1%-46.8pp | 80.8%-51.5pp | 67.2%-37.9pp |
| Annual return | 13.60% | 616.91%-603.3pp | 156.75%-143.2pp | 160.69%-147.1pp |
| Employer contribution / active EE | $620 | $2,701-77.0% | $3,673-83.1% | $2,671-76.8% |
| Participant deferral / active EE | $1,136 | $6,537-82.6% | $7,417-84.7% | $4,126-72.5% |
| Admin fee / account holder | $14,378 | $5,326+170.0% | $7,233+98.8% | $5,650+154.5% |