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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 | $66,537 | $70,587-5.7% | $124,693-46.6% | $85,847-22.5% |
| Participation rate | 24.6% | 64.4%-39.8pp | 74.6%-50.0pp | 69.3%-44.7pp |
| Annual return | 7.52% | 20688.83%-20681.3pp | 5144.19%-5136.7pp | 318.61%-311.1pp |
| Employer contribution / active EE | $820 | $1,913-57.2% | $3,324-75.3% | $2,565-68.0% |
| Participant deferral / active EE | $553 | $2,969-81.4% | $4,615-88.0% | $3,952-86.0% |
| Admin fee / account holder | $10,433 | $5,282+97.5% | $7,494+39.2% | $6,261+66.6% |