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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 | $25,025 | $27,936-10.4% | $58,561-57.3% | $75,173-66.7% |
| Participation rate | 20.7% | 38.8%-18.2pp | 50.9%-30.2pp | 67.2%-46.5pp |
| Annual return | 14.64% | 44.21%-29.6pp | 4251.33%-4236.7pp | 160.72%-146.1pp |
| Employer contribution / active EE | $131 | $670-80.5% | $1,053-87.6% | $2,671-95.1% |
| Participant deferral / active EE | $164 | $1,202-86.3% | $1,923-91.5% | $4,126-96.0% |
| Admin fee / account holder | $351 | $1,727-79.7% | $2,520-86.1% | $5,651-93.8% |