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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 | $24,279 | $48,327-49.8% | $67,575-64.1% | $80,935-70.0% |
| Participation rate | 60.7% | 66.4%-5.7pp | 72.9%-12.2pp | 67.7%-6.9pp |
| Annual return | 8.06% | 18.31%-10.2pp | 3528.98%-3520.9pp | 35.66%-27.6pp |
| Employer contribution / active EE | $1,044 | $2,022-48.4% | $2,736-61.8% | $2,757-62.1% |
| Participant deferral / active EE | $475 | $2,927-83.8% | $4,003-88.1% | $4,299-89.0% |
| Admin fee / account holder | $11,782 | $3,692+219.1% | $3,993+195.1% | $6,924+70.2% |