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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 | $41,623 | $80,812-48.5% | $160,784-74.1% | $82,448-49.5% |
| Participation rate | 35.6% | 66.2%-30.7pp | 77.0%-41.4pp | 68.1%-32.5pp |
| Annual return | 11.98% | 100.59%-88.6pp | 1803.92%-1791.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $503 | $2,174-76.9% | $3,733-86.5% | $2,551-80.3% |
| Participant deferral / active EE | $1,216 | $4,335-71.9% | $6,293-80.7% | $4,139-70.6% |
| Admin fee / account holder | $1,071 | $7,695-86.1% | $9,717-89.0% | $7,234-85.2% |