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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 | $36,529 | $85,766-57.4% | $136,298-73.2% | $70,126-47.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 10.83% | 31.46%-20.6pp | 5156.27%-5145.4pp | 73.15%-62.3pp |
| Employer contribution / active EE | $3,296 | $2,966+11.1% | $4,696-29.8% | $2,343+40.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,375 | $5,421-74.6% | $9,244-85.1% | $4,645-70.4% |