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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 | $11,710 | $180,749-93.5% | $160,784-92.7% | $137,256-91.5% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.0%-52.0pp | 80.0%-55.0pp |
| Annual return | 10.18% | 2234.46%-2224.3pp | 1803.92%-1793.7pp | 220.34%-210.2pp |
| Employer contribution / active EE | $739 | $4,155-82.2% | $3,733-80.2% | $4,156-82.2% |
| Participant deferral / active EE | $739 | $6,844-89.2% | $6,293-88.3% | $6,407-88.5% |
| Admin fee / account holder | $3,090 | $10,397-70.3% | $9,717-68.2% | $12,270-74.8% |