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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 | $41,008 | $101,499-59.6% | $147,005-72.1% | $74,546-45.0% |
| Participation rate | 23.5% | 75.5%-52.0pp | 82.2%-58.6pp | 67.2%-43.7pp |
| Annual return | 10.64% | 8732.34%-8721.7pp | 418.76%-408.1pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $1,201 | $3,811-68.5% | $4,934-75.7% | $2,624-54.2% |
| Participant deferral / active EE | $518 | $7,304-92.9% | $8,070-93.6% | $4,347-88.1% |
| Admin fee / account holder | $661 | $1,748-62.2% | $13,006-94.9% | $1,944-66.0% |