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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 | $74,989 | $109,905-31.8% | $98,506-23.9% | $167,553-55.2% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | 7.32% | 1960.20%-1952.9pp | 1494.92%-1487.6pp | 478.89%-471.6pp |
| Employer contribution / active EE | $766 | $3,226-76.2% | $2,961-74.1% | $4,840-84.2% |
| Participant deferral / active EE | $803 | $4,674-82.8% | $4,277-81.2% | $6,343-87.3% |
| Admin fee / account holder | $1,789 | $6,760-73.5% | $5,955-70.0% | $12,316-85.5% |