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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 | $24,139 | $118,877-79.7% | $96,570-75.0% | $167,536-85.6% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.8%-7.3pp | 82.1%-19.6pp |
| Annual return | 6.76% | 50.50%-43.7pp | 37.79%-31.0pp | 478.82%-472.1pp |
| Employer contribution / active EE | $843 | $3,121-73.0% | $2,357-64.2% | $4,839-82.6% |
| Participant deferral / active EE | $1,125 | $4,617-75.6% | $3,849-70.8% | $6,342-82.3% |
| Admin fee / account holder | $24,283 | $8,069+200.9% | $6,182+292.8% | $12,315+97.2% |