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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 | $55,437-70.0% | $155,534-89.3% | $74,459-77.7% |
| Participation rate | 55.6% | 61.9%-6.2pp | 78.2%-22.6pp | 67.2%-11.6pp |
| Annual return | 8.44% | 269.58%-261.1pp | 64.92%-56.5pp | 1369.70%-1361.3pp |
| Employer contribution / active EE | $456 | $2,266-79.9% | $4,675-90.3% | $2,626-82.6% |
| Participant deferral / active EE | $555 | $2,837-80.4% | $5,630-90.1% | $4,350-87.2% |
| Admin fee / account holder | $8,395 | $1,742+381.8% | $15,900-47.2% | $1,945+331.7% |