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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 | $88,702-75.9% | $81,780-73.8% | $145,978-85.3% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.4%-27.9pp | 80.3%-35.8pp |
| Annual return | 1.33% | 1029.12%-1027.8pp | 776.27%-774.9pp | 550.52%-549.2pp |
| Employer contribution / active EE | $477 | $3,084-84.5% | $2,914-83.6% | $4,662-89.8% |
| Participant deferral / active EE | $597 | $4,645-87.2% | $4,321-86.2% | $6,690-91.1% |
| Admin fee / account holder | $15,801 | $8,414+87.8% | $7,384+114.0% | $13,400+17.9% |