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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 | $18,904 | $72,071-73.8% | $68,368-72.4% | $137,256-86.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 12.90% | 353.14%-340.2pp | 292.57%-279.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $395 | $2,788-85.8% | $2,649-85.1% | $4,156-90.5% |
| Participant deferral / active EE | $474 | $4,410-89.3% | $4,123-88.5% | $6,407-92.6% |
| Admin fee / account holder | $13,628 | $5,336+155.4% | $5,150+164.6% | $12,270+11.1% |