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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 | $14,012 | $57,305-75.5% | $86,640-83.8% | $75,173-81.4% |
| Participation rate | 34.5% | 63.2%-28.7pp | 71.7%-37.2pp | 67.2%-32.7pp |
| Annual return | 9.25% | 2674.24%-2665.0pp | 592.52%-583.3pp | 160.72%-151.5pp |
| Employer contribution / active EE | $317 | $2,316-86.3% | $3,024-89.5% | $2,671-88.1% |
| Participant deferral / active EE | $753 | $3,320-77.3% | $4,438-83.0% | $4,126-81.7% |
| Admin fee / account holder | $5,759 | $4,116+39.9% | $5,616+2.6% | $5,651+1.9% |