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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 | $20,175 | $110,410-81.7% | $102,437-80.3% | $145,897-86.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.14% | 24.85%-17.7pp | 24.95%-17.8pp | 552.29%-545.1pp |
| Employer contribution / active EE | $864 | $4,217-79.5% | $3,871-77.7% | $4,663-81.5% |
| Participant deferral / active EE | $1,438 | $5,622-74.4% | $5,060-71.6% | $6,689-78.5% |
| Admin fee / account holder | $1,281 | $9,745-86.9% | $8,388-84.7% | $13,390-90.4% |