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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 | $45,132 | $79,223-43.0% | $102,460-56.0% | $74,478-39.4% |
| Participation rate | 61.8% | 74.8%-12.9pp | 76.5%-14.7pp | 67.2%-5.4pp |
| Annual return | 10.86% | 54.98%-44.1pp | 29.47%-18.6pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $975 | $2,363-58.8% | $3,025-67.8% | $2,626-62.9% |
| Participant deferral / active EE | $2,088 | $4,417-52.7% | $5,056-58.7% | $4,350-52.0% |
| Admin fee / account holder | $4,385 | $2,003+118.9% | $9,460-53.6% | $1,946+125.4% |