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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 | $21,772 | $65,434-66.7% | $98,483-77.9% | $85,847-74.6% |
| Participation rate | 32.4% | 65.0%-32.6pp | 73.3%-40.9pp | 69.3%-36.9pp |
| Annual return | 9.20% | 21.75%-12.6pp | 1494.38%-1485.2pp | 318.61%-309.4pp |
| Employer contribution / active EE | $521 | $2,169-76.0% | $2,961-82.4% | $2,565-79.7% |
| Participant deferral / active EE | $634 | $3,168-80.0% | $4,276-85.2% | $3,952-84.0% |
| Admin fee / account holder | $641 | $4,595-86.1% | $5,953-89.2% | $6,261-89.8% |