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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 | $29,123 | $115,814-74.9% | $101,275-71.2% | $158,982-81.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 3.94% | 56.16%-52.2pp | 46.48%-42.5pp | 302.99%-299.0pp |
| Employer contribution / active EE | $2,216 | $4,176-46.9% | $3,660-39.5% | $4,763-53.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $310 | $7,249-95.7% | $5,948-94.8% | $11,252-97.2% |