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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 | $30,234 | $65,423-53.8% | $98,477-69.3% | $85,856-64.8% |
| Participation rate | 25.6% | 65.0%-39.4pp | 73.3%-47.7pp | 69.3%-43.7pp |
| Annual return | 8.86% | 21.76%-12.9pp | 1493.59%-1484.7pp | 318.58%-309.7pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $406 | $3,167-87.2% | $4,276-90.5% | $3,952-89.7% |
| Admin fee / account holder | $6,649 | $4,594+44.7% | $5,951+11.7% | $6,261+6.2% |