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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 | $58,599 | $101,591-42.3% | $147,096-60.2% | $74,429-21.3% |
| Participation rate | 39.6% | 75.5%-35.9pp | 82.2%-42.5pp | 67.2%-27.6pp |
| Annual return | 12.50% | 8746.45%-8734.0pp | 419.75%-407.3pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $1,243 | $3,813-67.4% | $4,936-74.8% | $2,625-52.6% |
| Participant deferral / active EE | $1,527 | $7,302-79.1% | $8,071-81.1% | $4,348-64.9% |
| Admin fee / account holder | $7,706 | $1,750+340.3% | $13,005-40.7% | $1,944+296.3% |