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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 | $39,331 | $29,667+32.6% | $56,441-30.3% | $80,874-51.4% |
| Participation rate | 10.2% | 41.7%-31.5pp | 52.5%-42.3pp | 67.6%-57.4pp |
| Annual return | 8.04% | 35.22%-27.2pp | 1704.21%-1696.2pp | 35.62%-27.6pp |
| Employer contribution / active EE | $178 | $669-73.4% | $1,039-82.9% | $2,756-93.5% |
| Participant deferral / active EE | $199 | $1,227-83.7% | $1,953-89.8% | $4,297-95.4% |
| Admin fee / account holder | $12,027 | $2,429+395.1% | $2,829+325.1% | $6,935+73.4% |