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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 | $23,826 | $55,437-57.0% | $155,534-84.7% | $74,459-68.0% |
| Participation rate | 37.9% | 61.9%-24.0pp | 78.2%-40.3pp | 67.2%-29.3pp |
| Annual return | 10.01% | 269.58%-259.6pp | 64.92%-54.9pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $745 | $2,266-67.1% | $4,675-84.1% | $2,626-71.6% |
| Participant deferral / active EE | $312 | $2,837-89.0% | $5,630-94.5% | $4,350-92.8% |
| Admin fee / account holder | $1,635 | $1,742-6.2% | $15,900-89.7% | $1,945-15.9% |