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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 | $38,292 | $79,223-51.7% | $102,460-62.6% | $74,478-48.6% |
| Participation rate | 38.2% | 74.8%-36.6pp | 76.5%-38.3pp | 67.2%-29.1pp |
| Annual return | 7.97% | 54.98%-47.0pp | 29.47%-21.5pp | 1370.56%-1362.6pp |
| Employer contribution / active EE | $935 | $2,363-60.4% | $3,025-69.1% | $2,626-64.4% |
| Participant deferral / active EE | $2,096 | $4,417-52.5% | $5,056-58.5% | $4,350-51.8% |
| Admin fee / account holder | $7,506 | $2,003+274.7% | $9,460-20.7% | $1,946+285.7% |