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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 | $13,788 | $111,878-87.7% | $93,727-85.3% | $145,897-90.5% |
| Participation rate | 31.8% | 74.2%-42.4pp | 68.7%-36.9pp | 80.3%-48.5pp |
| Annual return | 4.36% | 204.28%-199.9pp | 133.83%-129.5pp | 552.29%-547.9pp |
| Employer contribution / active EE | $826 | $3,092-73.3% | $2,421-65.9% | $4,663-82.3% |
| Participant deferral / active EE | $1,110 | $4,920-77.4% | $4,417-74.9% | $6,689-83.4% |
| Admin fee / account holder | $361 | $10,256-96.5% | $8,292-95.6% | $13,390-97.3% |