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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 | $108,912-86.0% | $100,383-84.8% | $145,959-89.5% |
| Participation rate | 16.7% | 83.0%-66.3pp | 81.5%-64.8pp | 80.3%-63.6pp |
| Annual return | 7.88% | 57.96%-50.1pp | 49.26%-41.4pp | 561.95%-554.1pp |
| Employer contribution / active EE | $763 | $4,423-82.7% | $3,944-80.6% | $4,661-83.6% |
| Participant deferral / active EE | $2,045 | $8,451-75.8% | $8,086-74.7% | $6,689-69.4% |
| Admin fee / account holder | $8,248 | $9,690-14.9% | $7,900+4.4% | $13,398-38.4% |