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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 | $12,718 | $65,440-80.6% | $98,506-87.1% | $85,851-85.2% |
| Participation rate | 14.8% | 65.0%-50.2pp | 73.3%-58.5pp | 69.3%-54.5pp |
| Annual return | 9.10% | 21.75%-12.7pp | 1494.92%-1485.8pp | 318.63%-309.5pp |
| Employer contribution / active EE | $460 | $2,169-78.8% | $2,961-84.5% | $2,565-82.1% |
| Participant deferral / active EE | $683 | $3,168-78.4% | $4,277-84.0% | $3,952-82.7% |
| Admin fee / account holder | $316 | $4,596-93.1% | $5,955-94.7% | $6,261-95.0% |