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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 | $36,115 | $60,504-40.3% | $81,882-55.9% | $74,478-51.5% |
| Participation rate | 44.5% | 62.9%-18.4pp | 72.4%-27.9pp | 67.2%-22.7pp |
| Annual return | 11.24% | 16.91%-5.7pp | 779.47%-768.2pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $1,372 | $2,627-47.8% | $2,916-52.9% | $2,626-47.8% |
| Participant deferral / active EE | $550 | $3,400-83.8% | $4,323-87.3% | $4,350-87.4% |
| Admin fee / account holder | $2,972 | $1,492+99.2% | $7,360-59.6% | $1,946+52.7% |