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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 | $40,632 | $52,450-22.5% | $129,384-68.6% | $74,459-45.4% |
| Participation rate | 18.5% | 53.8%-35.3pp | 69.6%-51.1pp | 67.2%-48.7pp |
| Annual return | 8.88% | 15.65%-6.8pp | 9461.77%-9452.9pp | 1369.70%-1360.8pp |
| Employer contribution / active EE | $378 | $1,532-75.3% | $4,153-90.9% | $2,626-85.6% |
| Participant deferral / active EE | $502 | $2,797-82.1% | $4,166-87.9% | $4,350-88.5% |
| Admin fee / account holder | $15,721 | $2,636+496.4% | $7,686+104.5% | $1,945+708.4% |