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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 | $38,203 | $57,330-33.4% | $86,656-55.9% | $75,177-49.2% |
| Participation rate | 17.5% | 63.2%-45.7pp | 71.7%-54.2pp | 67.2%-49.7pp |
| Annual return | 11.89% | 2675.40%-2663.5pp | 593.09%-581.2pp | 160.75%-148.9pp |
| Employer contribution / active EE | $331 | $2,316-85.7% | $3,025-89.0% | $2,671-87.6% |
| Participant deferral / active EE | $603 | $3,320-81.8% | $4,439-86.4% | $4,126-85.4% |
| Admin fee / account holder | $1,482 | $4,115-64.0% | $5,619-73.6% | $5,651-73.8% |