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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 | $12,186 | $73,546-83.4% | $63,018-80.7% | $147,586-91.7% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.8%-19.2pp | 82.8%-27.3pp |
| Annual return | 8.18% | 175.56%-167.4pp | 87.62%-79.4pp | 578.59%-570.4pp |
| Employer contribution / active EE | $1,672 | $3,324-49.7% | $2,761-39.4% | $4,876-65.7% |
| Participant deferral / active EE | $401 | $4,185-90.4% | $3,330-87.9% | $5,439-92.6% |
| Admin fee / account holder | $1,757 | $5,956-70.5% | $3,601-51.2% | $10,886-83.9% |