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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 | $52,974 | $73,459-27.9% | $178,449-70.3% | $74,400-28.8% |
| Participation rate | 35.8% | 66.6%-30.8pp | 77.1%-41.3pp | 67.2%-31.4pp |
| Annual return | 7.64% | 17.50%-9.9pp | 27.09%-19.4pp | 1367.51%-1359.9pp |
| Employer contribution / active EE | $624 | $2,219-71.9% | $3,951-84.2% | $2,624-76.2% |
| Participant deferral / active EE | $1,017 | $4,515-77.5% | $6,277-83.8% | $4,348-76.6% |
| Admin fee / account holder | $4,591 | $1,812+153.4% | $10,362-55.7% | $1,944+136.2% |