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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 | $55,423-43.8% | $155,602-80.0% | $74,400-58.1% |
| Participation rate | 27.2% | 61.9%-34.7pp | 78.2%-51.0pp | 67.2%-40.0pp |
| Annual return | 10.98% | 269.07%-258.1pp | 64.81%-53.8pp | 1367.51%-1356.5pp |
| Employer contribution / active EE | $424 | $2,266-81.3% | $4,675-90.9% | $2,624-83.9% |
| Participant deferral / active EE | $757 | $2,835-73.3% | $5,629-86.6% | $4,348-82.6% |
| Admin fee / account holder | $13,476 | $1,744+672.5% | $15,923-15.4% | $1,944+593.3% |