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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 | $81,992 | $102,696-20.2% | $86,235-4.9% | $139,487-41.2% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 7.23% | 1925.91%-1918.7pp | 1170.03%-1162.8pp | 373.84%-366.6pp |
| Employer contribution / active EE | $662 | $3,034-78.2% | $2,381-72.2% | $4,755-86.1% |
| Participant deferral / active EE | $862 | $4,679-81.6% | $3,987-78.4% | $6,713-87.2% |
| Admin fee / account holder | $16,187 | $8,667+86.8% | $6,856+136.1% | $11,407+41.9% |