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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 | $14,840 | $55,423-73.2% | $155,602-90.5% | $74,400-80.1% |
| Participation rate | 39.3% | 61.9%-22.6pp | 78.2%-38.9pp | 67.2%-27.9pp |
| Annual return | 10.23% | 269.07%-258.8pp | 64.81%-54.6pp | 1367.51%-1357.3pp |
| Employer contribution / active EE | $578 | $2,266-74.5% | $4,675-87.6% | $2,624-78.0% |
| Participant deferral / active EE | $742 | $2,835-73.8% | $5,629-86.8% | $4,348-82.9% |
| Admin fee / account holder | $1,323 | $1,744-24.1% | $15,923-91.7% | $1,944-31.9% |