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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 | $24,168 | $96,388-74.9% | $80,627-70.0% | $139,466-82.7% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 4.69% | 1352.08%-1347.4pp | 936.76%-932.1pp | 373.66%-369.0pp |
| Employer contribution / active EE | $489 | $3,260-85.0% | $2,723-82.0% | $4,754-89.7% |
| Participant deferral / active EE | $544 | $5,224-89.6% | $4,443-87.8% | $6,712-91.9% |
| Admin fee / account holder | $3,299 | $6,603-50.0% | $5,381-38.7% | $11,409-71.1% |