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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 | $14,311 | $102,595-86.1% | $94,057-84.8% | $154,746-90.8% |
| Participation rate | 41.2% | 76.0%-34.8pp | 73.3%-32.2pp | 80.7%-39.5pp |
| Annual return | 10.24% | 583.42%-573.2pp | 480.62%-470.4pp | 172.34%-162.1pp |
| Employer contribution / active EE | $379 | $3,147-88.0% | $2,933-87.1% | $4,379-91.3% |
| Participant deferral / active EE | $676 | $5,118-86.8% | $4,709-85.7% | $6,730-90.0% |
| Admin fee / account holder | $1,103 | $7,736-85.7% | $7,244-84.8% | $14,365-92.3% |