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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 | $13,187 | $57,305-77.0% | $86,640-84.8% | $75,173-82.5% |
| Participation rate | 55.4% | 63.2%-7.8pp | 71.7%-16.3pp | 67.2%-11.8pp |
| Annual return | 10.88% | 2674.24%-2663.4pp | 592.52%-581.6pp | 160.72%-149.8pp |
| Employer contribution / active EE | $589 | $2,316-74.6% | $3,024-80.5% | $2,671-78.0% |
| Participant deferral / active EE | $469 | $3,320-85.9% | $4,438-89.4% | $4,126-88.6% |
| Admin fee / account holder | $4,394 | $4,116+6.7% | $5,616-21.8% | $5,651-22.2% |