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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 | $39,143 | $79,223-50.6% | $102,460-61.8% | $74,478-47.4% |
| Participation rate | 40.7% | 74.8%-34.0pp | 76.5%-35.8pp | 67.2%-26.5pp |
| Annual return | 10.24% | 54.98%-44.7pp | 29.47%-19.2pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $836 | $2,363-64.6% | $3,025-72.4% | $2,626-68.2% |
| Participant deferral / active EE | $1,994 | $4,417-54.9% | $5,056-60.6% | $4,350-54.2% |
| Admin fee / account holder | $7,974 | $2,003+298.1% | $9,460-15.7% | $1,946+309.8% |