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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 | $26,813 | $48,570-44.8% | $130,660-79.5% | $72,976-63.3% |
| Participation rate | 36.7% | 58.6%-21.9pp | 71.7%-35.1pp | 69.5%-32.8pp |
| Annual return | 3.79% | 38.63%-34.8pp | 1709.29%-1705.5pp | 81.02%-77.2pp |
| Employer contribution / active EE | $1,223 | $1,334-8.4% | $4,092-70.1% | $2,440-49.9% |
| Participant deferral / active EE | $853 | $2,384-64.2% | $3,603-76.3% | $3,608-76.4% |
| Admin fee / account holder | $10,061 | $3,549+183.5% | $5,463+84.2% | $5,124+96.3% |