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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 | $22,805 | $60,504-62.3% | $81,882-72.1% | $74,478-69.4% |
| Participation rate | 23.7% | 62.9%-39.2pp | 72.4%-48.6pp | 67.2%-43.5pp |
| Annual return | 8.55% | 16.91%-8.4pp | 779.47%-770.9pp | 1370.56%-1362.0pp |
| Employer contribution / active EE | $528 | $2,627-79.9% | $2,916-81.9% | $2,626-79.9% |
| Participant deferral / active EE | $723 | $3,400-78.7% | $4,323-83.3% | $4,350-83.4% |
| Admin fee / account holder | $3,281 | $1,492+119.9% | $7,360-55.4% | $1,946+68.6% |