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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 | $19,545 | $180,749-89.2% | $160,784-87.8% | $137,256-85.8% |
| Participation rate | 54.5% | 80.0%-25.4pp | 77.0%-22.4pp | 80.0%-25.4pp |
| Annual return | 9.47% | 2234.46%-2225.0pp | 1803.92%-1794.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $643 | $4,155-84.5% | $3,733-82.8% | $4,156-84.5% |
| Participant deferral / active EE | $1,077 | $6,844-84.3% | $6,293-82.9% | $6,407-83.2% |
| Admin fee / account holder | $388 | $10,397-96.3% | $9,717-96.0% | $12,270-96.8% |