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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 | $22,783 | $47,479-52.0% | $62,929-63.8% | $82,448-72.4% |
| Participation rate | 34.4% | 66.9%-32.5pp | 73.1%-38.7pp | 68.1%-33.7pp |
| Annual return | 7.69% | 20.34%-12.7pp | 1063.93%-1056.2pp | 41.64%-34.0pp |
| Employer contribution / active EE | $411 | $1,885-78.2% | $2,505-83.6% | $2,551-83.9% |
| Participant deferral / active EE | $620 | $2,870-78.4% | $3,888-84.1% | $4,139-85.0% |
| Admin fee / account holder | $5,010 | $3,804+31.7% | $5,065-1.1% | $7,234-30.7% |