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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 | $20,211 | $52,507-61.5% | $129,406-84.4% | $74,478-72.9% |
| Participation rate | 29.1% | 53.9%-24.8pp | 69.6%-40.6pp | 67.2%-38.2pp |
| Annual return | 10.27% | 15.64%-5.4pp | 9468.18%-9457.9pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $396 | $1,534-74.2% | $4,155-90.5% | $2,626-84.9% |
| Participant deferral / active EE | $413 | $2,801-85.3% | $4,167-90.1% | $4,350-90.5% |
| Admin fee / account holder | $4,097 | $2,639+55.2% | $7,689-46.7% | $1,946+110.6% |