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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 | $24,167 | $57,330-57.8% | $86,656-72.1% | $75,177-67.9% |
| Participation rate | 28.9% | 63.2%-34.3pp | 71.7%-42.8pp | 67.2%-38.3pp |
| Annual return | 12.91% | 2675.40%-2662.5pp | 593.09%-580.2pp | 160.75%-147.8pp |
| Employer contribution / active EE | $1,139 | $2,316-50.8% | $3,025-62.4% | $2,671-57.4% |
| Participant deferral / active EE | $415 | $3,320-87.5% | $4,439-90.7% | $4,126-90.0% |
| Admin fee / account holder | $5,901 | $4,115+43.4% | $5,619+5.0% | $5,651+4.4% |