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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 | $26,108 | $96,643-73.0% | $86,617-69.9% | $139,456-81.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 9.94% | 106.57%-96.6pp | 591.91%-582.0pp | 373.45%-363.5pp |
| Employer contribution / active EE | $468 | $3,264-85.7% | $3,023-84.5% | $4,753-90.1% |
| Participant deferral / active EE | $554 | $4,835-88.5% | $4,437-87.5% | $6,711-91.7% |
| Admin fee / account holder | $397 | $6,406-93.8% | $5,613-92.9% | $11,407-96.5% |