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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 | $46,006 | $90,530-49.2% | $76,030-39.5% | $145,897-68.5% |
| Participation rate | 36.4% | 74.4%-38.1pp | 69.1%-32.7pp | 80.3%-43.9pp |
| Annual return | 8.30% | 625.08%-616.8pp | 361.54%-353.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $770 | $3,319-76.8% | $2,688-71.3% | $4,663-83.5% |
| Participant deferral / active EE | $950 | $5,164-81.6% | $4,257-77.7% | $6,689-85.8% |
| Admin fee / account holder | $24,204 | $8,383+188.7% | $6,421+277.0% | $13,390+80.8% |