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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 | $21,918 | $72,465-69.8% | $67,575-67.6% | $145,884-85.0% |
| Participation rate | 25.0% | 76.9%-51.9pp | 72.9%-47.9pp | 80.3%-55.3pp |
| Annual return | 5.94% | 7222.56%-7216.6pp | 3528.98%-3523.0pp | 551.85%-545.9pp |
| Employer contribution / active EE | $474 | $3,074-84.6% | $2,736-82.7% | $4,662-89.8% |
| Participant deferral / active EE | $829 | $4,786-82.7% | $4,003-79.3% | $6,690-87.6% |
| Admin fee / account holder | $1,011 | $5,515-81.7% | $3,993-74.7% | $13,392-92.4% |