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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 | $101,672-42.4% | $147,117-60.2% | $74,478-21.3% |
| Participation rate | 39.6% | 75.5%-35.9pp | 82.2%-42.5pp | 67.2%-27.6pp |
| Annual return | 12.50% | 8757.83%-8745.3pp | 420.54%-408.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,243 | $3,813-67.4% | $4,932-74.8% | $2,626-52.7% |
| Participant deferral / active EE | $1,527 | $7,305-79.1% | $8,065-81.1% | $4,350-64.9% |
| Admin fee / account holder | $7,706 | $1,753+339.5% | $12,993-40.7% | $1,946+296.0% |