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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 | $108,912-83.5% | $100,383-82.1% | $145,959-87.7% |
| Participation rate | 36.4% | 83.0%-46.6pp | 81.5%-45.1pp | 80.3%-43.9pp |
| Annual return | 7.24% | 57.96%-50.7pp | 49.26%-42.0pp | 561.95%-554.7pp |
| Employer contribution / active EE | $780 | $4,423-82.4% | $3,944-80.2% | $4,661-83.3% |
| Participant deferral / active EE | $812 | $8,451-90.4% | $8,086-90.0% | $6,689-87.9% |
| Admin fee / account holder | $46,702 | $9,690+382.0% | $7,900+491.2% | $13,398+248.6% |