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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 | $79,181-51.6% | $102,423-62.6% | $74,429-48.6% |
| Participation rate | 38.2% | 74.8%-36.6pp | 76.5%-38.3pp | 67.2%-29.0pp |
| Annual return | 7.97% | 54.97%-47.0pp | 29.42%-21.5pp | 1368.38%-1360.4pp |
| Employer contribution / active EE | $935 | $2,362-60.4% | $3,023-69.1% | $2,625-64.4% |
| Participant deferral / active EE | $2,096 | $4,416-52.5% | $5,054-58.5% | $4,348-51.8% |
| Admin fee / account holder | $7,506 | $2,002+275.0% | $9,455-20.6% | $1,944+286.0% |