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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 | $15,298 | $108,922-86.0% | $100,398-84.8% | $145,978-89.5% |
| Participation rate | 16.7% | 83.0%-66.3pp | 81.5%-64.8pp | 80.3%-63.6pp |
| Annual return | 7.88% | 58.04%-50.2pp | 49.32%-41.4pp | 550.52%-542.6pp |
| Employer contribution / active EE | $763 | $4,426-82.8% | $3,946-80.7% | $4,662-83.6% |
| Participant deferral / active EE | $2,045 | $8,450-75.8% | $8,084-74.7% | $6,690-69.4% |
| Admin fee / account holder | $8,248 | $9,680-14.8% | $7,893+4.5% | $13,400-38.4% |