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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 | $45,631 | $59,448-23.2% | $93,696-51.3% | $74,459-38.7% |
| Participation rate | 17.7% | 59.6%-41.9pp | 68.7%-51.0pp | 67.2%-49.5pp |
| Annual return | 9.85% | 82.11%-72.3pp | 133.74%-123.9pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $318 | $1,266-74.9% | $2,422-86.9% | $2,626-87.9% |
| Participant deferral / active EE | $736 | $3,052-75.9% | $4,417-83.3% | $4,350-83.1% |
| Admin fee / account holder | $2,462 | $3,027-18.7% | $8,287-70.3% | $1,945+26.6% |