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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 | $51,718 | $55,470-6.8% | $155,556-66.8% | $74,478-30.6% |
| Participation rate | 30.5% | 61.9%-31.4pp | 78.2%-47.7pp | 67.2%-36.7pp |
| Annual return | 8.50% | 269.80%-261.3pp | 64.84%-56.3pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $552 | $2,267-75.6% | $4,675-88.2% | $2,626-79.0% |
| Participant deferral / active EE | $213 | $2,838-92.5% | $5,631-96.2% | $4,350-95.1% |
| Admin fee / account holder | $8,118 | $1,744+365.4% | $15,885-48.9% | $1,946+317.2% |