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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 | $17,940 | $108,942-83.5% | $100,415-82.1% | $145,897-87.7% |
| Participation rate | 36.4% | 83.0%-46.6pp | 81.5%-45.2pp | 80.3%-43.9pp |
| Annual return | 7.24% | 58.27%-51.0pp | 49.47%-42.2pp | 552.29%-545.1pp |
| Employer contribution / active EE | $780 | $4,422-82.4% | $3,943-80.2% | $4,663-83.3% |
| Participant deferral / active EE | $812 | $8,461-90.4% | $8,091-90.0% | $6,689-87.9% |
| Admin fee / account holder | $46,702 | $9,702+381.4% | $7,906+490.7% | $13,390+248.8% |