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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 | $48,788 | $69,774-30.1% | $67,575-27.8% | $74,459-34.5% |
| Participation rate | 33.3% | 71.4%-38.1pp | 72.9%-39.6pp | 67.2%-33.9pp |
| Annual return | 11.54% | -40.53%+52.1pp | 3528.98%-3517.4pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $897 | $2,710-66.9% | $2,736-67.2% | $2,626-65.8% |
| Participant deferral / active EE | $666 | $3,636-81.7% | $4,003-83.4% | $4,350-84.7% |
| Admin fee / account holder | $2,059 | $890+131.4% | $3,993-48.4% | $1,945+5.9% |