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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 | $26,602 | $49,199-45.9% | $121,204-78.1% | $75,173-64.6% |
| Participation rate | 22.6% | 55.4%-32.8pp | 69.5%-46.9pp | 67.2%-44.6pp |
| Annual return | 7.31% | 56.04%-48.7pp | 987.18%-979.9pp | 160.72%-153.4pp |
| Employer contribution / active EE | $804 | $1,547-48.0% | $4,170-80.7% | $2,671-69.9% |
| Participant deferral / active EE | $172 | $2,630-93.5% | $4,083-95.8% | $4,126-95.8% |
| Admin fee / account holder | $762 | $3,946-80.7% | $5,651-86.5% | $5,651-86.5% |