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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 | $18,342 | $100,004-81.7% | $81,438-77.5% | $145,959-87.4% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 6.45% | 34.34%-27.9pp | 24.74%-18.3pp | 561.95%-555.5pp |
| Employer contribution / active EE | $570 | $2,970-80.8% | $2,460-76.8% | $4,661-87.8% |
| Participant deferral / active EE | $570 | $4,603-87.6% | $3,883-85.3% | $6,689-91.5% |
| Admin fee / account holder | $6,004 | $8,202-26.8% | $5,764+4.2% | $13,398-55.2% |