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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 | $40,816 | $65,434-37.6% | $98,483-58.6% | $85,847-52.5% |
| Participation rate | 17.5% | 65.0%-47.5pp | 73.3%-55.8pp | 69.3%-51.8pp |
| Annual return | 8.39% | 21.75%-13.4pp | 1494.38%-1486.0pp | 318.61%-310.2pp |
| Employer contribution / active EE | $275 | $2,169-87.3% | $2,961-90.7% | $2,565-89.3% |
| Participant deferral / active EE | $599 | $3,168-81.1% | $4,276-86.0% | $3,952-84.8% |
| Admin fee / account holder | $3,250 | $4,595-29.3% | $5,953-45.4% | $6,261-48.1% |