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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 | $55,446-60.3% | $155,574-85.9% | $74,429-70.5% |
| Participation rate | 18.4% | 61.9%-43.5pp | 78.2%-59.8pp | 67.2%-48.8pp |
| Annual return | 10.18% | 269.20%-259.0pp | 64.87%-54.7pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $352 | $2,266-84.5% | $4,676-92.5% | $2,625-86.6% |
| Participant deferral / active EE | $456 | $2,836-83.9% | $5,629-91.9% | $4,348-89.5% |
| Admin fee / account holder | $1,169 | $1,743-33.0% | $15,914-92.7% | $1,944-39.9% |