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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 | $27,555 | $65,434-57.9% | $98,483-72.0% | $85,847-67.9% |
| Participation rate | 9.1% | 65.0%-55.9pp | 73.3%-64.3pp | 69.3%-60.2pp |
| Annual return | 11.59% | 21.75%-10.2pp | 1494.38%-1482.8pp | 318.61%-307.0pp |
| Employer contribution / active EE | $287 | $2,169-86.8% | $2,961-90.3% | $2,565-88.8% |
| Participant deferral / active EE | $360 | $3,168-88.6% | $4,276-91.6% | $3,952-90.9% |
| Admin fee / account holder | $306 | $4,595-93.4% | $5,953-94.9% | $6,261-95.1% |