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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 | $25,779 | $96,361-73.2% | $80,607-68.0% | $139,456-81.5% |
| Participation rate | 22.2% | 73.6%-51.4pp | 67.0%-44.8pp | 80.3%-58.1pp |
| Annual return | 5.63% | 1350.95%-1345.3pp | 936.11%-930.5pp | 373.45%-367.8pp |
| Employer contribution / active EE | $611 | $3,262-81.3% | $2,724-77.6% | $4,753-87.1% |
| Participant deferral / active EE | $755 | $5,232-85.6% | $4,448-83.0% | $6,711-88.7% |
| Admin fee / account holder | $22,952 | $6,601+247.7% | $5,379+326.7% | $11,407+101.2% |