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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 | $44,230 | $65,428-32.4% | $169,397-73.9% | $71,529-38.2% |
| Participation rate | 23.2% | 66.9%-43.7pp | 77.2%-54.0pp | 67.9%-44.7pp |
| Annual return | 14.48% | 21.35%-6.9pp | 406.23%-391.7pp | 28.97%-14.5pp |
| Employer contribution / active EE | $617 | $2,064-70.1% | $4,013-84.6% | $2,590-76.2% |
| Participant deferral / active EE | $1,191 | $4,360-72.7% | $6,223-80.9% | $4,291-72.2% |
| Admin fee / account holder | $2,536 | $1,328+91.0% | $9,017-71.9% | $1,588+59.7% |