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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 | $32,021 | $55,470-42.3% | $155,556-79.4% | $74,478-57.0% |
| Participation rate | 14.2% | 61.9%-47.7pp | 78.2%-64.1pp | 67.2%-53.1pp |
| Annual return | 8.82% | 269.80%-261.0pp | 64.84%-56.0pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $428 | $2,267-81.1% | $4,675-90.8% | $2,626-83.7% |
| Participant deferral / active EE | $480 | $2,838-83.1% | $5,631-91.5% | $4,350-89.0% |
| Admin fee / account holder | $1,193 | $1,744-31.6% | $15,885-92.5% | $1,946-38.7% |