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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 | $26,861 | $55,423-51.5% | $155,602-82.7% | $74,400-63.9% |
| Participation rate | 24.7% | 61.9%-37.2pp | 78.2%-53.5pp | 67.2%-42.5pp |
| Annual return | 9.43% | 269.07%-259.6pp | 64.81%-55.4pp | 1367.51%-1358.1pp |
| Employer contribution / active EE | $377 | $2,266-83.3% | $4,675-91.9% | $2,624-85.6% |
| Participant deferral / active EE | $516 | $2,835-81.8% | $5,629-90.8% | $4,348-88.1% |
| Admin fee / account holder | $3,546 | $1,744+103.3% | $15,923-77.7% | $1,944+82.5% |