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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 | $20,196 | $65,423-69.1% | $98,477-79.5% | $85,856-76.5% |
| Participation rate | 61.5% | 65.0%-3.5pp | 73.3%-11.8pp | 69.3%-7.8pp |
| Annual return | 8.77% | 21.76%-13.0pp | 1493.59%-1484.8pp | 318.58%-309.8pp |
| Employer contribution / active EE | $400 | $2,168-81.6% | $2,961-86.5% | $2,565-84.4% |
| Participant deferral / active EE | $831 | $3,167-73.8% | $4,276-80.6% | $3,952-79.0% |
| Admin fee / account holder | $1,289 | $4,594-71.9% | $5,951-78.3% | $6,261-79.4% |