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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 | $41,490 | $100,895-58.9% | $90,430-54.1% | $158,950-73.9% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.7%-42.7pp | 82.0%-52.0pp |
| Annual return | 3.28% | 1725.54%-1722.3pp | 1293.73%-1290.4pp | 302.91%-299.6pp |
| Employer contribution / active EE | $299 | $3,689-91.9% | $3,262-90.8% | $4,762-93.7% |
| Participant deferral / active EE | $594 | $4,347-86.3% | $3,963-85.0% | $5,983-90.1% |
| Admin fee / account holder | $12,026 | $6,505+84.9% | $5,613+114.2% | $11,248+6.9% |