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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 | $15,949 | $60,128-73.5% | $90,440-82.4% | $79,852-80.0% |
| Participation rate | 61.8% | 65.0%-3.2pp | 72.7%-10.8pp | 69.6%-7.8pp |
| Annual return | 7.73% | 71.95%-64.2pp | 1294.38%-1286.7pp | 31.72%-24.0pp |
| Employer contribution / active EE | $559 | $2,068-73.0% | $3,263-82.9% | $2,471-77.4% |
| Participant deferral / active EE | $535 | $2,939-81.8% | $3,964-86.5% | $3,740-85.7% |
| Admin fee / account holder | $733 | $3,977-81.6% | $5,615-86.9% | $5,306-86.2% |