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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 | $21,806 | $55,437-60.7% | $155,534-86.0% | $74,459-70.7% |
| Participation rate | 16.9% | 61.9%-45.0pp | 78.2%-61.3pp | 67.2%-50.3pp |
| Annual return | 10.32% | 269.58%-259.3pp | 64.92%-54.6pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $533 | $2,266-76.5% | $4,675-88.6% | $2,626-79.7% |
| Participant deferral / active EE | $773 | $2,837-72.8% | $5,630-86.3% | $4,350-82.2% |
| Admin fee / account holder | $4,802 | $1,742+175.6% | $15,900-69.8% | $1,945+146.9% |