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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 | $60,261-40.1% | $81,783-55.8% | $74,546-51.6% |
| Participation rate | 44.5% | 62.9%-18.3pp | 72.4%-27.8pp | 67.2%-22.7pp |
| Annual return | 11.24% | 16.88%-5.6pp | 775.05%-763.8pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $1,372 | $2,622-47.7% | $2,913-52.9% | $2,624-47.7% |
| Participant deferral / active EE | $550 | $3,388-83.8% | $4,320-87.3% | $4,347-87.4% |
| Admin fee / account holder | $2,972 | $1,482+100.5% | $7,380-59.7% | $1,944+52.9% |