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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 | $19,757 | $102,595-80.7% | $94,057-79.0% | $154,746-87.2% |
| Participation rate | 54.5% | 76.0%-21.4pp | 73.3%-18.8pp | 80.7%-26.2pp |
| Annual return | 9.73% | 583.42%-573.7pp | 480.62%-470.9pp | 172.34%-162.6pp |
| Employer contribution / active EE | $2,005 | $3,147-36.3% | $2,933-31.6% | $4,379-54.2% |
| Participant deferral / active EE | $954 | $5,118-81.4% | $4,709-79.7% | $6,730-85.8% |
| Admin fee / account holder | $665 | $7,736-91.4% | $7,244-90.8% | $14,365-95.4% |