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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 | $18,717 | $106,008-82.3% | $92,240-79.7% | $147,586-87.3% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 9.32% | 50.05%-40.7pp | 176.29%-167.0pp | 578.59%-569.3pp |
| Employer contribution / active EE | $774 | $4,333-82.1% | $3,680-79.0% | $4,876-84.1% |
| Participant deferral / active EE | $847 | $4,478-81.1% | $3,897-78.3% | $5,439-84.4% |
| Admin fee / account holder | $1,945 | $6,333-69.3% | $5,194-62.6% | $10,886-82.1% |