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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 | $32,764 | $103,038-68.2% | $90,324-63.7% | $152,909-78.6% |
| Participation rate | 10.0% | 75.9%-65.9pp | 73.3%-63.3pp | 82.5%-72.5pp |
| Annual return | 2.18% | 95.25%-93.1pp | 78.15%-76.0pp | 345.46%-343.3pp |
| Employer contribution / active EE | $275 | $3,141-91.2% | $2,856-90.4% | $4,764-94.2% |
| Participant deferral / active EE | $551 | $4,282-87.1% | $3,885-85.8% | $5,851-90.6% |
| Admin fee / account holder | $431 | $6,177-93.0% | $5,356-92.0% | $11,601-96.3% |