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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 | $29,824 | $29,736+0.3% | $56,033-46.8% | $80,935-63.2% |
| Participation rate | 16.0% | 41.7%-25.7pp | 52.5%-36.5pp | 67.7%-51.7pp |
| Annual return | 9.92% | 35.28%-25.4pp | 1711.38%-1701.5pp | 35.66%-25.7pp |
| Employer contribution / active EE | $162 | $671-75.9% | $1,041-84.5% | $2,757-94.1% |
| Participant deferral / active EE | $186 | $1,228-84.9% | $1,954-90.5% | $4,299-95.7% |
| Admin fee / account holder | $565 | $2,434-76.8% | $2,827-80.0% | $6,924-91.8% |