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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 | $41,974 | $52,450-20.0% | $129,384-67.6% | $74,459-43.6% |
| Participation rate | 19.3% | 53.8%-34.5pp | 69.6%-50.3pp | 67.2%-47.9pp |
| Annual return | 9.19% | 15.65%-6.5pp | 9461.77%-9452.6pp | 1369.70%-1360.5pp |
| Employer contribution / active EE | $577 | $1,532-62.3% | $4,153-86.1% | $2,626-78.0% |
| Participant deferral / active EE | $596 | $2,797-78.7% | $4,166-85.7% | $4,350-86.3% |
| Admin fee / account holder | $3,067 | $2,636+16.4% | $7,686-60.1% | $1,945+57.7% |