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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 | $17,922 | $105,160-83.0% | $94,679-81.1% | $139,456-87.1% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 6.90% | 38.04%-31.1pp | 156.75%-149.9pp | 373.45%-366.5pp |
| Employer contribution / active EE | $740 | $4,107-82.0% | $3,673-79.9% | $4,753-84.4% |
| Participant deferral / active EE | $740 | $7,599-90.3% | $7,417-90.0% | $6,711-89.0% |
| Admin fee / account holder | $17,319 | $8,988+92.7% | $7,233+139.5% | $11,407+51.8% |