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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 | $34,277 | $55,472-38.2% | $155,567-78.0% | $74,546-54.0% |
| Participation rate | 24.3% | 61.9%-37.6pp | 78.2%-53.9pp | 67.2%-42.9pp |
| Annual return | 11.02% | 268.72%-257.7pp | 64.74%-53.7pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $358 | $2,269-84.2% | $4,674-92.3% | $2,624-86.4% |
| Participant deferral / active EE | $521 | $2,838-81.7% | $5,628-90.7% | $4,347-88.0% |
| Admin fee / account holder | $2,022 | $1,743+16.0% | $15,916-87.3% | $1,944+4.0% |