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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 | $12,027 | $88,815-86.5% | $81,882-85.3% | $145,897-91.8% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 2.68% | 1033.75%-1031.1pp | 779.47%-776.8pp | 552.29%-549.6pp |
| Employer contribution / active EE | $410 | $3,086-86.7% | $2,916-86.0% | $4,663-91.2% |
| Participant deferral / active EE | $410 | $4,647-91.2% | $4,323-90.5% | $6,689-93.9% |
| Admin fee / account holder | $12,401 | $8,434+47.0% | $7,360+68.5% | $13,390-7.4% |