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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 | $12,085 | $70,366-82.8% | $66,674-81.9% | $138,895-91.3% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 10.65% | 386.41%-375.8pp | 321.24%-310.6pp | 145.39%-134.7pp |
| Employer contribution / active EE | $666 | $2,765-75.9% | $2,620-74.6% | $4,194-84.1% |
| Participant deferral / active EE | $570 | $4,374-87.0% | $4,084-86.1% | $6,396-91.1% |
| Admin fee / account holder | $816 | $5,262-84.5% | $5,098-84.0% | $12,562-93.5% |