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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 | $16,034 | $51,638-68.9% | $129,406-87.6% | $80,959-80.2% |
| Participation rate | 16.3% | 56.9%-40.7pp | 69.6%-53.4pp | 67.7%-51.4pp |
| Annual return | 10.46% | 20.78%-10.3pp | 9468.18%-9457.7pp | 35.67%-25.2pp |
| Employer contribution / active EE | $434 | $1,584-72.6% | $4,155-89.6% | $2,757-84.3% |
| Participant deferral / active EE | $666 | $2,670-75.1% | $4,167-84.0% | $4,300-84.5% |
| Admin fee / account holder | $734 | $4,313-83.0% | $7,689-90.5% | $6,925-89.4% |