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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 | $31,159 | $55,437-43.8% | $155,534-80.0% | $74,459-58.2% |
| Participation rate | 27.2% | 61.9%-34.7pp | 78.2%-51.0pp | 67.2%-40.0pp |
| Annual return | 10.98% | 269.58%-258.6pp | 64.92%-53.9pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $424 | $2,266-81.3% | $4,675-90.9% | $2,626-83.9% |
| Participant deferral / active EE | $757 | $2,837-73.3% | $5,630-86.6% | $4,350-82.6% |
| Admin fee / account holder | $13,476 | $1,742+673.4% | $15,900-15.2% | $1,945+592.9% |