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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 | $57,722 | $79,169-27.1% | $100,415-42.5% | $74,478-22.5% |
| Participation rate | 33.7% | 79.4%-45.8pp | 81.5%-47.9pp | 67.2%-33.6pp |
| Annual return | 9.88% | 20.51%-10.6pp | 49.47%-39.6pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $959 | $3,017-68.2% | $3,943-75.7% | $2,626-63.5% |
| Participant deferral / active EE | $2,164 | $7,751-72.1% | $8,091-73.3% | $4,350-50.3% |
| Admin fee / account holder | $25,691 | $1,337+1821.0% | $7,906+225.0% | $1,946+1220.3% |