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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 | $43,004 | $79,209-45.7% | $102,434-58.0% | $74,459-42.2% |
| Participation rate | 28.6% | 74.8%-46.1pp | 76.5%-47.9pp | 67.2%-38.6pp |
| Annual return | 9.44% | 54.98%-45.5pp | 29.46%-20.0pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $979 | $2,362-58.5% | $3,023-67.6% | $2,626-62.7% |
| Participant deferral / active EE | $1,987 | $4,417-55.0% | $5,055-60.7% | $4,350-54.3% |
| Admin fee / account holder | $3,730 | $2,002+86.3% | $9,462-60.6% | $1,945+91.8% |