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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 | $88,815-83.9% | $81,882-82.5% | $145,897-90.2% |
| Participation rate | 65.0% | 75.1%-10.1pp | 72.4%-7.4pp | 80.3%-15.3pp |
| Annual return | 2.70% | 1033.75%-1031.0pp | 779.47%-776.8pp | 552.29%-549.6pp |
| Employer contribution / active EE | $1,075 | $3,086-65.2% | $2,916-63.1% | $4,663-76.9% |
| Participant deferral / active EE | $357 | $4,647-92.3% | $4,323-91.7% | $6,689-94.7% |
| Admin fee / account holder | $5,656 | $8,434-32.9% | $7,360-23.1% | $13,390-57.8% |