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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 | $20,028 | $27,936-28.3% | $58,561-65.8% | $75,173-73.4% |
| Participation rate | 14.0% | 38.8%-24.8pp | 50.9%-36.9pp | 67.2%-53.2pp |
| Annual return | 8.48% | 44.21%-35.7pp | 4251.33%-4242.8pp | 160.72%-152.2pp |
| Employer contribution / active EE | $121 | $670-81.9% | $1,053-88.5% | $2,671-95.5% |
| Participant deferral / active EE | $163 | $1,202-86.4% | $1,923-91.5% | $4,126-96.0% |
| Admin fee / account holder | $339 | $1,727-80.4% | $2,520-86.6% | $5,651-94.0% |