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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 | $18,436 | $102,638-82.0% | $81,982-77.5% | $158,982-88.4% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.3%-29.3pp | 82.0%-42.0pp |
| Annual return | 0.79% | 61.05%-60.3pp | 41.31%-40.5pp | 302.99%-302.2pp |
| Employer contribution / active EE | $556 | $3,241-82.9% | $2,498-77.8% | $4,763-88.3% |
| Participant deferral / active EE | $874 | $4,649-81.2% | $3,722-76.5% | $5,983-85.4% |
| Admin fee / account holder | $8,567 | $8,237+4.0% | $5,665+51.2% | $11,252-23.9% |