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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 | $53,629 | $101,591-47.2% | $147,096-63.5% | $74,429-27.9% |
| Participation rate | 39.0% | 75.5%-36.5pp | 82.2%-43.2pp | 67.2%-28.2pp |
| Annual return | 9.82% | 8746.45%-8736.6pp | 419.75%-409.9pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $1,455 | $3,813-61.8% | $4,936-70.5% | $2,625-44.6% |
| Participant deferral / active EE | $2,412 | $7,302-67.0% | $8,071-70.1% | $4,348-44.5% |
| Admin fee / account holder | $25,587 | $1,750+1362.1% | $13,005+96.7% | $1,944+1216.0% |