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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 | $21,989 | $55,472-60.4% | $155,567-85.9% | $74,546-70.5% |
| Participation rate | 18.4% | 61.9%-43.5pp | 78.2%-59.8pp | 67.2%-48.8pp |
| Annual return | 10.18% | 268.72%-258.5pp | 64.74%-54.6pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $352 | $2,269-84.5% | $4,674-92.5% | $2,624-86.6% |
| Participant deferral / active EE | $456 | $2,838-83.9% | $5,628-91.9% | $4,347-89.5% |
| Admin fee / account holder | $1,169 | $1,743-32.9% | $15,916-92.7% | $1,944-39.9% |