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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 | $28,747 | $65,434-56.1% | $98,483-70.8% | $85,847-66.5% |
| Participation rate | 39.3% | 65.0%-25.7pp | 73.3%-34.1pp | 69.3%-30.0pp |
| Annual return | 9.07% | 21.75%-12.7pp | 1494.38%-1485.3pp | 318.61%-309.5pp |
| Employer contribution / active EE | $537 | $2,169-75.2% | $2,961-81.8% | $2,565-79.1% |
| Participant deferral / active EE | $809 | $3,168-74.5% | $4,276-81.1% | $3,952-79.5% |
| Admin fee / account holder | $15,127 | $4,595+229.2% | $5,953+154.1% | $6,261+141.6% |