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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 | $17,380 | $99,011-82.4% | $86,582-79.9% | $147,586-88.2% |
| Participation rate | 31.6% | 76.3%-44.8pp | 73.5%-42.0pp | 82.8%-51.2pp |
| Annual return | 2.31% | 1312.75%-1310.4pp | 965.08%-962.8pp | 578.59%-576.3pp |
| Employer contribution / active EE | $267 | $3,132-91.5% | $2,839-90.6% | $4,876-94.5% |
| Participant deferral / active EE | $404 | $3,972-89.8% | $3,609-88.8% | $5,439-92.6% |
| Admin fee / account holder | $553 | $5,709-90.3% | $4,904-88.7% | $10,886-94.9% |