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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 | $90,614-63.8% | $76,089-56.9% | $145,877-77.5% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.1%-40.5pp | 80.3%-51.7pp |
| Annual return | 6.95% | 623.80%-616.8pp | 360.94%-354.0pp | 551.28%-544.3pp |
| Employer contribution / active EE | $871 | $3,324-73.8% | $2,690-67.6% | $4,663-81.3% |
| Participant deferral / active EE | $1,025 | $5,168-80.2% | $4,259-75.9% | $6,691-84.7% |
| Admin fee / account holder | $16,725 | $8,376+99.7% | $6,418+160.6% | $13,402+24.8% |