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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 | $23,623 | $55,472-57.4% | $155,567-84.8% | $74,546-68.3% |
| Participation rate | 33.7% | 61.9%-28.3pp | 78.2%-44.5pp | 67.2%-33.6pp |
| Annual return | 8.95% | 268.72%-259.8pp | 64.74%-55.8pp | 1366.03%-1357.1pp |
| Employer contribution / active EE | $501 | $2,269-77.9% | $4,674-89.3% | $2,624-80.9% |
| Participant deferral / active EE | $720 | $2,838-74.6% | $5,628-87.2% | $4,347-83.4% |
| Admin fee / account holder | $9,744 | $1,743+459.1% | $15,916-38.8% | $1,944+401.3% |