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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 | $36,566 | $65,434-44.1% | $98,483-62.9% | $85,847-57.4% |
| Participation rate | 26.5% | 65.0%-38.5pp | 73.3%-46.9pp | 69.3%-42.8pp |
| Annual return | 7.97% | 21.75%-13.8pp | 1494.38%-1486.4pp | 318.61%-310.6pp |
| Employer contribution / active EE | $484 | $2,169-77.7% | $2,961-83.6% | $2,565-81.1% |
| Participant deferral / active EE | $821 | $3,168-74.1% | $4,276-80.8% | $3,952-79.2% |
| Admin fee / account holder | $43,483 | $4,595+846.3% | $5,953+630.5% | $6,261+594.5% |