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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 | $59,402-23.2% | $93,654-51.3% | $74,546-38.8% |
| Participation rate | 17.7% | 59.7%-42.0pp | 68.7%-51.0pp | 67.2%-49.5pp |
| Annual return | 9.85% | 81.86%-72.0pp | 133.34%-123.5pp | 1366.03%-1356.2pp |
| Employer contribution / active EE | $318 | $1,265-74.9% | $2,421-86.9% | $2,624-87.9% |
| Participant deferral / active EE | $736 | $3,049-75.9% | $4,413-83.3% | $4,347-83.1% |
| Admin fee / account holder | $2,462 | $3,023-18.6% | $8,282-70.3% | $1,944+26.7% |