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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 | $13,816 | $58,234-76.3% | $81,783-83.1% | $80,874-82.9% |
| Participation rate | 58.6% | 63.4%-4.9pp | 72.4%-13.8pp | 67.6%-9.1pp |
| Annual return | 8.19% | 41.70%-33.5pp | 775.05%-766.9pp | 35.62%-27.4pp |
| Employer contribution / active EE | $1,370 | $2,341-41.5% | $2,913-53.0% | $2,756-50.3% |
| Participant deferral / active EE | $587 | $3,283-82.1% | $4,320-86.4% | $4,297-86.3% |
| Admin fee / account holder | $14,660 | $4,982+194.3% | $7,380+98.6% | $6,935+111.4% |