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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 | $21,010 | $63,346-66.8% | $92,240-77.2% | $70,126-70.0% |
| Participation rate | 61.8% | 68.7%-6.9pp | 76.5%-14.7pp | 69.5%-7.8pp |
| Annual return | 10.25% | 530.19%-519.9pp | 176.29%-166.0pp | 73.15%-62.9pp |
| Employer contribution / active EE | $5,621 | $2,471+127.5% | $3,680+52.8% | $2,343+140.0% |
| Participant deferral / active EE | $144 | $2,854-94.9% | $3,897-96.3% | $3,332-95.7% |
| Admin fee / account holder | $15,360 | $3,841+299.9% | $5,194+195.7% | $4,645+230.7% |