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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 | $29,970 | $29,319+2.2% | $52,425-42.8% | $82,448-63.6% |
| Participation rate | 4.4% | 46.9%-42.4pp | 55.6%-51.2pp | 68.1%-63.7pp |
| Annual return | 11.00% | 535.20%-524.2pp | 302.12%-291.1pp | 41.64%-30.6pp |
| Employer contribution / active EE | $129 | $586-78.0% | $914-85.9% | $2,551-94.9% |
| Participant deferral / active EE | $232 | $1,171-80.2% | $1,790-87.1% | $4,139-94.4% |
| Admin fee / account holder | $21,609 | $1,962+1001.3% | $2,495+766.1% | $7,234+198.7% |