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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 | $30,089 | $165,381-81.8% | $149,730-79.9% | $158,966-81.1% |
| Participation rate | 11.1% | 84.6%-73.5pp | 82.5%-71.4pp | 82.0%-70.9pp |
| Annual return | -3.77% | 348.29%-352.1pp | 276.70%-280.5pp | 302.95%-306.7pp |
| Employer contribution / active EE | $900 | $5,104-82.4% | $4,645-80.6% | $4,762-81.1% |
| Participant deferral / active EE | $931 | $7,182-87.0% | $6,843-86.4% | $5,983-84.4% |
| Admin fee / account holder | $26,324 | $10,809+143.5% | $9,310+182.7% | $11,250+134.0% |