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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 | $30,507 | $59,456-48.7% | $93,669-67.4% | $74,429-59.0% |
| Participation rate | 43.6% | 59.6%-16.1pp | 68.7%-25.2pp | 67.2%-23.7pp |
| Annual return | 9.31% | 82.00%-72.7pp | 133.59%-124.3pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $306 | $1,266-75.8% | $2,424-87.4% | $2,625-88.4% |
| Participant deferral / active EE | $1,139 | $3,052-62.7% | $4,416-74.2% | $4,348-73.8% |
| Admin fee / account holder | $3,406 | $3,026+12.6% | $8,291-58.9% | $1,944+75.2% |