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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 | $31,799 | $57,305-44.5% | $86,640-63.3% | $75,173-57.7% |
| Participation rate | 19.8% | 63.2%-43.4pp | 71.7%-51.9pp | 67.2%-47.4pp |
| Annual return | 8.81% | 2674.24%-2665.4pp | 592.52%-583.7pp | 160.72%-151.9pp |
| Employer contribution / active EE | $410 | $2,316-82.3% | $3,024-86.4% | $2,671-84.6% |
| Participant deferral / active EE | $625 | $3,320-81.2% | $4,438-85.9% | $4,126-84.8% |
| Admin fee / account holder | $4,601 | $4,116+11.8% | $5,616-18.1% | $5,651-18.6% |