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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 | $39,329 | $101,653-61.3% | $147,080-73.3% | $74,459-47.2% |
| Participation rate | 44.4% | 75.6%-31.2pp | 82.2%-37.8pp | 67.2%-22.9pp |
| Annual return | 10.64% | 8754.98%-8744.3pp | 420.17%-409.5pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $1,032 | $3,813-72.9% | $4,933-79.1% | $2,626-60.7% |
| Participant deferral / active EE | $2,304 | $7,304-68.5% | $8,066-71.4% | $4,350-47.0% |
| Admin fee / account holder | $26,311 | $1,752+1402.2% | $12,989+102.6% | $1,945+1252.9% |