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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 | $14,318 | $88,710-83.9% | $81,783-82.5% | $145,959-90.2% |
| Participation rate | 65.0% | 75.0%-10.0pp | 72.4%-7.4pp | 80.3%-15.3pp |
| Annual return | 2.70% | 1027.26%-1024.6pp | 775.05%-772.3pp | 561.95%-559.2pp |
| Employer contribution / active EE | $1,075 | $3,083-65.1% | $2,913-63.1% | $4,661-76.9% |
| Participant deferral / active EE | $357 | $4,645-92.3% | $4,320-91.7% | $6,689-94.7% |
| Admin fee / account holder | $5,656 | $8,407-32.7% | $7,380-23.4% | $13,398-57.8% |