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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 | $32,761 | $90,530-63.8% | $76,030-56.9% | $145,897-77.5% |
| Participation rate | 28.6% | 74.4%-45.9pp | 69.1%-40.5pp | 80.3%-51.7pp |
| Annual return | 6.95% | 625.08%-618.1pp | 361.54%-354.6pp | 552.29%-545.3pp |
| Employer contribution / active EE | $871 | $3,319-73.8% | $2,688-67.6% | $4,663-81.3% |
| Participant deferral / active EE | $1,025 | $5,164-80.2% | $4,257-75.9% | $6,689-84.7% |
| Admin fee / account holder | $16,725 | $8,383+99.5% | $6,421+160.5% | $13,390+24.9% |