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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 | $31,968 | $100,911-68.3% | $90,440-64.7% | $158,966-79.9% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 4.93% | 1726.62%-1721.7pp | 1294.38%-1289.5pp | 302.95%-298.0pp |
| Employer contribution / active EE | $352 | $3,690-90.5% | $3,263-89.2% | $4,762-92.6% |
| Participant deferral / active EE | $560 | $4,348-87.1% | $3,964-85.9% | $5,983-90.6% |
| Admin fee / account holder | $6,184 | $6,507-5.0% | $5,615+10.1% | $11,250-45.0% |