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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 | $36,782 | $109,905-66.5% | $98,506-62.7% | $167,553-78.0% |
| Participation rate | 18.8% | 75.8%-57.1pp | 73.3%-54.6pp | 82.1%-63.4pp |
| Annual return | 8.67% | 1960.20%-1951.5pp | 1494.92%-1486.2pp | 478.89%-470.2pp |
| Employer contribution / active EE | $280 | $3,226-91.3% | $2,961-90.5% | $4,840-94.2% |
| Participant deferral / active EE | $280 | $4,674-94.0% | $4,277-93.4% | $6,343-95.6% |
| Admin fee / account holder | $6,782 | $6,760+0.3% | $5,955+13.9% | $12,316-44.9% |