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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 | $23,301 | $60,128-61.2% | $90,440-74.2% | $79,852-70.8% |
| Participation rate | 26.5% | 65.0%-38.5pp | 72.7%-46.2pp | 69.6%-43.1pp |
| Annual return | 10.24% | 71.95%-61.7pp | 1294.38%-1284.1pp | 31.72%-21.5pp |
| Employer contribution / active EE | $346 | $2,068-83.3% | $3,263-89.4% | $2,471-86.0% |
| Participant deferral / active EE | $358 | $2,939-87.8% | $3,964-91.0% | $3,740-90.4% |
| Admin fee / account holder | $2,478 | $3,977-37.7% | $5,615-55.9% | $5,306-53.3% |