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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 | $21,295 | $90,614-76.5% | $76,089-72.0% | $145,877-85.4% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.1%-35.8pp | 80.3%-47.0pp |
| Annual return | 6.98% | 623.80%-616.8pp | 360.94%-354.0pp | 551.28%-544.3pp |
| Employer contribution / active EE | $601 | $3,324-81.9% | $2,690-77.7% | $4,663-87.1% |
| Participant deferral / active EE | $1,062 | $5,168-79.5% | $4,259-75.1% | $6,691-84.1% |
| Admin fee / account holder | $12,203 | $8,376+45.7% | $6,418+90.1% | $13,402-8.9% |