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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 | $20,179 | $60,128-66.4% | $90,440-77.7% | $79,852-74.7% |
| Participation rate | 62.6% | 65.0%-2.4pp | 72.7%-10.1pp | 69.6%-7.0pp |
| Annual return | 8.04% | 71.95%-63.9pp | 1294.38%-1286.3pp | 31.72%-23.7pp |
| Employer contribution / active EE | $507 | $2,068-75.5% | $3,263-84.5% | $2,471-79.5% |
| Participant deferral / active EE | $761 | $2,939-74.1% | $3,964-80.8% | $3,740-79.6% |
| Admin fee / account holder | $548 | $3,977-86.2% | $5,615-90.2% | $5,306-89.7% |