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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 | $15,016 | $57,305-73.8% | $86,640-82.7% | $75,173-80.0% |
| Participation rate | 22.0% | 63.2%-41.2pp | 71.7%-49.7pp | 67.2%-45.2pp |
| Annual return | 6.41% | 2674.24%-2667.8pp | 592.52%-586.1pp | 160.72%-154.3pp |
| Employer contribution / active EE | $385 | $2,316-83.4% | $3,024-87.3% | $2,671-85.6% |
| Participant deferral / active EE | $787 | $3,320-76.3% | $4,438-82.3% | $4,126-80.9% |
| Admin fee / account holder | $10,590 | $4,116+157.3% | $5,616+88.6% | $5,651+87.4% |