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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 | $14,905 | $55,446-73.1% | $155,574-90.4% | $74,429-80.0% |
| Participation rate | 35.9% | 61.9%-26.0pp | 78.2%-42.4pp | 67.2%-31.4pp |
| Annual return | 9.23% | 269.20%-260.0pp | 64.87%-55.6pp | 1368.38%-1359.2pp |
| Employer contribution / active EE | $502 | $2,266-77.8% | $4,676-89.3% | $2,625-80.9% |
| Participant deferral / active EE | $700 | $2,836-75.3% | $5,629-87.6% | $4,348-83.9% |
| Admin fee / account holder | $2,021 | $1,743+16.0% | $15,914-87.3% | $1,944+4.0% |