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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 | $21,416 | $88,754-75.9% | $81,820-73.8% | $145,877-85.3% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 1.33% | 1031.77%-1030.4pp | 777.93%-776.6pp | 551.28%-550.0pp |
| Employer contribution / active EE | $477 | $3,085-84.5% | $2,915-83.6% | $4,663-89.8% |
| Participant deferral / active EE | $597 | $4,648-87.2% | $4,323-86.2% | $6,691-91.1% |
| Admin fee / account holder | $15,801 | $8,424+87.6% | $7,391+113.8% | $13,402+17.9% |