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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 | $14,582 | $55,446-73.7% | $155,574-90.6% | $74,429-80.4% |
| Participation rate | 29.8% | 61.9%-32.1pp | 78.2%-48.4pp | 67.2%-37.4pp |
| Annual return | 9.43% | 269.20%-259.8pp | 64.87%-55.4pp | 1368.38%-1359.0pp |
| Employer contribution / active EE | $469 | $2,266-79.3% | $4,676-90.0% | $2,625-82.1% |
| Participant deferral / active EE | $673 | $2,836-76.3% | $5,629-88.0% | $4,348-84.5% |
| Admin fee / account holder | $1,730 | $1,743-0.7% | $15,914-89.1% | $1,944-11.0% |