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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 | $59,585 | $85,766-30.5% | $136,298-56.3% | $70,126-15.0% |
| Participation rate | 40.0% | 74.2%-34.2pp | 81.9%-41.9pp | 69.5%-29.5pp |
| Annual return | 10.28% | 31.46%-21.2pp | 5156.27%-5146.0pp | 73.15%-62.9pp |
| Employer contribution / active EE | $1,142 | $2,966-61.5% | $4,696-75.7% | $2,343-51.2% |
| Participant deferral / active EE | $1,861 | $5,051-63.2% | $6,247-70.2% | $3,332-44.1% |
| Admin fee / account holder | $41,627 | $5,421+667.9% | $9,244+350.3% | $4,645+796.1% |