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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 | $21,952 | $57,330-61.7% | $86,656-74.7% | $75,177-70.8% |
| Participation rate | 48.1% | 63.2%-15.1pp | 71.7%-23.6pp | 67.2%-19.1pp |
| Annual return | 10.63% | 2675.40%-2664.8pp | 593.09%-582.5pp | 160.75%-150.1pp |
| Employer contribution / active EE | $776 | $2,316-66.5% | $3,025-74.3% | $2,671-70.9% |
| Participant deferral / active EE | $510 | $3,320-84.6% | $4,439-88.5% | $4,126-87.6% |
| Admin fee / account holder | $874 | $4,115-78.8% | $5,619-84.4% | $5,651-84.5% |