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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 | $55,437-51.5% | $155,534-82.7% | $74,459-63.9% |
| Participation rate | 24.7% | 61.9%-37.2pp | 78.2%-53.5pp | 67.2%-42.5pp |
| Annual return | 9.43% | 269.58%-260.2pp | 64.92%-55.5pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $377 | $2,266-83.3% | $4,675-91.9% | $2,626-85.6% |
| Participant deferral / active EE | $516 | $2,837-81.8% | $5,630-90.8% | $4,350-88.1% |
| Admin fee / account holder | $3,546 | $1,742+103.5% | $15,900-77.7% | $1,945+82.3% |