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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 | $51,718 | $55,446-6.7% | $155,574-66.8% | $74,429-30.5% |
| Participation rate | 30.5% | 61.9%-31.4pp | 78.2%-47.7pp | 67.2%-36.7pp |
| Annual return | 8.50% | 269.20%-260.7pp | 64.87%-56.4pp | 1368.38%-1359.9pp |
| Employer contribution / active EE | $552 | $2,266-75.6% | $4,676-88.2% | $2,625-79.0% |
| Participant deferral / active EE | $213 | $2,836-92.5% | $5,629-96.2% | $4,348-95.1% |
| Admin fee / account holder | $8,118 | $1,743+365.7% | $15,914-49.0% | $1,944+317.5% |