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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 | $43,752 | $79,223-44.8% | $102,460-57.3% | $74,478-41.3% |
| Participation rate | 33.3% | 74.8%-41.4pp | 76.5%-43.2pp | 67.2%-33.9pp |
| Annual return | 9.39% | 54.98%-45.6pp | 29.47%-20.1pp | 1370.56%-1361.2pp |
| Employer contribution / active EE | $1,379 | $2,363-41.6% | $3,025-54.4% | $2,626-47.5% |
| Participant deferral / active EE | $2,017 | $4,417-54.3% | $5,056-60.1% | $4,350-53.6% |
| Admin fee / account holder | $23,543 | $2,003+1075.3% | $9,460+148.9% | $1,946+1109.9% |