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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 | $9,681 | $57,285-83.1% | $86,605-88.8% | $75,173-87.1% |
| Participation rate | 51.7% | 63.2%-11.5pp | 71.7%-20.0pp | 67.2%-15.5pp |
| Annual return | 12.06% | 2671.04%-2659.0pp | 591.39%-579.3pp | 160.65%-148.6pp |
| Employer contribution / active EE | $379 | $2,315-83.6% | $3,023-87.5% | $2,670-85.8% |
| Participant deferral / active EE | $171 | $3,318-94.8% | $4,438-96.1% | $4,126-95.8% |
| Admin fee / account holder | $2,587 | $4,112-37.1% | $5,611-53.9% | $5,651-54.2% |