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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 | $47,321 | $88,754-46.7% | $81,820-42.2% | $145,877-67.6% |
| Participation rate | 30.8% | 75.1%-44.3pp | 72.4%-41.6pp | 80.3%-49.5pp |
| Annual return | 2.07% | 1031.77%-1029.7pp | 777.93%-775.9pp | 551.28%-549.2pp |
| Employer contribution / active EE | $398 | $3,085-87.1% | $2,915-86.3% | $4,663-91.5% |
| Participant deferral / active EE | $609 | $4,648-86.9% | $4,323-85.9% | $6,691-90.9% |
| Admin fee / account holder | $41,867 | $8,424+397.0% | $7,391+466.5% | $13,402+212.4% |