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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 | $27,320 | $80,812-66.2% | $160,784-83.0% | $82,448-66.9% |
| Participation rate | 35.5% | 66.2%-30.8pp | 77.0%-41.5pp | 68.1%-32.6pp |
| Annual return | 8.04% | 100.59%-92.6pp | 1803.92%-1795.9pp | 41.64%-33.6pp |
| Employer contribution / active EE | $720 | $2,174-66.9% | $3,733-80.7% | $2,551-71.8% |
| Participant deferral / active EE | $1,059 | $4,335-75.6% | $6,293-83.2% | $4,139-74.4% |
| Admin fee / account holder | $6,246 | $7,695-18.8% | $9,717-35.7% | $7,234-13.7% |