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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 | $108,897-87.9% | $100,378-86.9% | $145,877-91.0% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 4.48% | 58.17%-53.7pp | 49.41%-44.9pp | 551.28%-546.8pp |
| Employer contribution / active EE | $886 | $4,420-79.9% | $3,942-77.5% | $4,663-81.0% |
| Participant deferral / active EE | $1,661 | $8,455-80.4% | $8,087-79.5% | $6,691-75.2% |
| Admin fee / account holder | $5,680 | $9,690-41.4% | $7,899-28.1% | $13,402-57.6% |