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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 | $17,734 | $88,815-80.0% | $81,882-78.3% | $145,897-87.8% |
| Participation rate | 69.2% | 75.1%-5.8pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 8.31% | 1033.75%-1025.4pp | 779.47%-771.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $2,768 | $3,086-10.3% | $2,916-5.1% | $4,663-40.6% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,054 | $8,434-87.5% | $7,360-85.7% | $13,390-92.1% |