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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 | $15,922 | $49,199-67.6% | $121,204-86.9% | $75,173-78.8% |
| Participation rate | 14.7% | 55.4%-40.7pp | 69.5%-54.8pp | 67.2%-52.5pp |
| Annual return | 12.78% | 56.04%-43.3pp | 987.18%-974.4pp | 160.72%-147.9pp |
| Employer contribution / active EE | $701 | $1,547-54.7% | $4,170-83.2% | $2,671-73.8% |
| Participant deferral / active EE | $531 | $2,630-79.8% | $4,083-87.0% | $4,126-87.1% |
| Admin fee / account holder | $806 | $3,946-79.6% | $5,651-85.7% | $5,651-85.7% |