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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 | $16,615 | $55,446-70.0% | $155,574-89.3% | $74,429-77.7% |
| Participation rate | 55.6% | 61.9%-6.3pp | 78.2%-22.6pp | 67.2%-11.6pp |
| Annual return | 8.44% | 269.20%-260.8pp | 64.87%-56.4pp | 1368.38%-1359.9pp |
| Employer contribution / active EE | $456 | $2,266-79.9% | $4,676-90.3% | $2,625-82.6% |
| Participant deferral / active EE | $555 | $2,836-80.4% | $5,629-90.1% | $4,348-87.2% |
| Admin fee / account holder | $8,395 | $1,743+381.7% | $15,914-47.2% | $1,944+331.8% |