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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 | $17,234 | $80,812-78.7% | $160,784-89.3% | $82,448-79.1% |
| Participation rate | 40.8% | 66.2%-25.4pp | 77.0%-36.1pp | 68.1%-27.3pp |
| Annual return | 9.95% | 100.59%-90.6pp | 1803.92%-1794.0pp | 41.64%-31.7pp |
| Employer contribution / active EE | $626 | $2,174-71.2% | $3,733-83.2% | $2,551-75.4% |
| Participant deferral / active EE | $939 | $4,335-78.3% | $6,293-85.1% | $4,139-77.3% |
| Admin fee / account holder | $6,765 | $7,695-12.1% | $9,717-30.4% | $7,234-6.5% |