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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 | $36,129 | $101,672-64.5% | $147,117-75.4% | $74,478-51.5% |
| Participation rate | 37.4% | 75.5%-38.1pp | 82.2%-44.7pp | 67.2%-29.8pp |
| Annual return | 12.45% | 8757.83%-8745.4pp | 420.54%-408.1pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,151 | $3,813-69.8% | $4,932-76.7% | $2,626-56.2% |
| Participant deferral / active EE | $2,502 | $7,305-65.7% | $8,065-69.0% | $4,350-42.5% |
| Admin fee / account holder | $2,583 | $1,753+47.3% | $12,993-80.1% | $1,946+32.7% |