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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 | $66,558 | $101,591-34.5% | $147,096-54.8% | $74,429-10.6% |
| Participation rate | 51.5% | 75.5%-24.1pp | 82.2%-30.7pp | 67.2%-15.7pp |
| Annual return | 10.89% | 8746.45%-8735.6pp | 419.75%-408.9pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $1,620 | $3,813-57.5% | $4,936-67.2% | $2,625-38.3% |
| Participant deferral / active EE | $3,111 | $7,302-57.4% | $8,071-61.5% | $4,348-28.5% |
| Admin fee / account holder | $7,192 | $1,750+310.9% | $13,005-44.7% | $1,944+269.9% |