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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 | $17,133 | $88,754-80.7% | $81,820-79.1% | $145,877-88.3% |
| Participation rate | 27.8% | 75.1%-47.3pp | 72.4%-44.6pp | 80.3%-52.5pp |
| Annual return | 9.19% | 1031.77%-1022.6pp | 777.93%-768.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $432 | $3,085-86.0% | $2,915-85.2% | $4,663-90.7% |
| Participant deferral / active EE | $626 | $4,648-86.5% | $4,323-85.5% | $6,691-90.6% |
| Admin fee / account holder | $8,872 | $8,424+5.3% | $7,391+20.0% | $13,402-33.8% |