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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 | $55,423-57.4% | $155,602-84.8% | $74,400-68.2% |
| Participation rate | 33.7% | 61.9%-28.2pp | 78.2%-44.6pp | 67.2%-33.6pp |
| Annual return | 8.95% | 269.07%-260.1pp | 64.81%-55.9pp | 1367.51%-1358.6pp |
| Employer contribution / active EE | $501 | $2,266-77.9% | $4,675-89.3% | $2,624-80.9% |
| Participant deferral / active EE | $720 | $2,835-74.6% | $5,629-87.2% | $4,348-83.4% |
| Admin fee / account holder | $9,744 | $1,744+458.5% | $15,923-38.8% | $1,944+401.3% |