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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 | $25,893 | $102,393-74.7% | $147,041-82.4% | $80,911-68.0% |
| Participation rate | 26.9% | 75.9%-48.9pp | 82.2%-55.2pp | 67.6%-40.7pp |
| Annual return | 10.01% | 134.95%-124.9pp | 419.21%-409.2pp | 35.63%-25.6pp |
| Employer contribution / active EE | $2,386 | $3,715-35.8% | $4,935-51.6% | $2,756-13.4% |
| Participant deferral / active EE | $1,761 | $6,647-73.5% | $8,071-78.2% | $4,297-59.0% |
| Admin fee / account holder | $14,472 | $7,943+82.2% | $13,006+11.3% | $6,935+108.7% |