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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 | $13,127 | $108,942-88.0% | $100,415-86.9% | $145,897-91.0% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 4.48% | 58.27%-53.8pp | 49.47%-45.0pp | 552.29%-547.8pp |
| Employer contribution / active EE | $886 | $4,422-80.0% | $3,943-77.5% | $4,663-81.0% |
| Participant deferral / active EE | $1,661 | $8,461-80.4% | $8,091-79.5% | $6,689-75.2% |
| Admin fee / account holder | $5,680 | $9,702-41.4% | $7,906-28.2% | $13,390-57.6% |