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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 | $16,359 | $69,252-76.4% | $64,099-74.5% | $139,456-88.3% |
| Participation rate | 38.9% | 75.6%-36.7pp | 72.3%-33.4pp | 80.3%-41.4pp |
| Annual return | 8.97% | 45.89%-36.9pp | 33.70%-24.7pp | 373.45%-364.5pp |
| Employer contribution / active EE | $541 | $3,184-83.0% | $2,748-80.3% | $4,753-88.6% |
| Participant deferral / active EE | $720 | $4,683-84.6% | $3,881-81.5% | $6,711-89.3% |
| Admin fee / account holder | $479 | $4,248-88.7% | $3,070-84.4% | $11,407-95.8% |