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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 | $21,874 | $104,544-79.1% | $76,657-71.5% | $152,897-85.7% |
| Participation rate | 21.7% | 76.6%-54.9pp | 72.1%-50.4pp | 82.5%-60.7pp |
| Annual return | 4.68% | 1014.36%-1009.7pp | 1166.74%-1162.1pp | 345.43%-340.8pp |
| Employer contribution / active EE | $287 | $3,118-90.8% | $2,303-87.5% | $4,764-94.0% |
| Participant deferral / active EE | $624 | $4,236-85.3% | $3,335-81.3% | $5,851-89.3% |
| Admin fee / account holder | $2,820 | $12,286-77.0% | $6,423-56.1% | $11,599-75.7% |