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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 | $13,646 | $108,942-87.5% | $100,415-86.4% | $145,897-90.6% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 4.10% | 58.27%-54.2pp | 49.47%-45.4pp | 552.29%-548.2pp |
| Employer contribution / active EE | $860 | $4,422-80.6% | $3,943-78.2% | $4,663-81.6% |
| Participant deferral / active EE | $1,720 | $8,461-79.7% | $8,091-78.7% | $6,689-74.3% |
| Admin fee / account holder | $23,167 | $9,702+138.8% | $7,906+193.0% | $13,390+73.0% |