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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 | $88,702-46.7% | $81,780-42.1% | $145,978-67.6% |
| Participation rate | 30.8% | 75.0%-44.3pp | 72.4%-41.6pp | 80.3%-49.5pp |
| Annual return | 2.07% | 1029.12%-1027.1pp | 776.27%-774.2pp | 550.52%-548.4pp |
| Employer contribution / active EE | $398 | $3,084-87.1% | $2,914-86.3% | $4,662-91.5% |
| Participant deferral / active EE | $609 | $4,645-86.9% | $4,321-85.9% | $6,690-90.9% |
| Admin fee / account holder | $41,867 | $8,414+397.6% | $7,384+467.0% | $13,400+212.4% |