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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 | $55,470-73.7% | $155,556-90.6% | $74,478-80.4% |
| Participation rate | 29.8% | 61.9%-32.1pp | 78.2%-48.5pp | 67.2%-37.5pp |
| Annual return | 9.43% | 269.80%-260.4pp | 64.84%-55.4pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $469 | $2,267-79.3% | $4,675-90.0% | $2,626-82.1% |
| Participant deferral / active EE | $673 | $2,838-76.3% | $5,631-88.0% | $4,350-84.5% |
| Admin fee / account holder | $1,730 | $1,744-0.8% | $15,885-89.1% | $1,946-11.1% |