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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 | $36,899 | $59,467-38.0% | $93,727-60.6% | $74,478-50.5% |
| Participation rate | 37.6% | 59.6%-22.0pp | 68.7%-31.1pp | 67.2%-29.6pp |
| Annual return | 9.43% | 82.14%-72.7pp | 133.83%-124.4pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $534 | $1,267-57.8% | $2,421-77.9% | $2,626-79.6% |
| Participant deferral / active EE | $995 | $3,052-67.4% | $4,417-77.5% | $4,350-77.1% |
| Admin fee / account holder | $9,871 | $3,028+225.9% | $8,292+19.0% | $1,946+407.3% |