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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 | $14,684 | $60,504-75.7% | $81,882-82.1% | $74,478-80.3% |
| Participation rate | 41.2% | 62.9%-21.7pp | 72.4%-31.2pp | 67.2%-26.0pp |
| Annual return | 8.36% | 16.91%-8.5pp | 779.47%-771.1pp | 1370.56%-1362.2pp |
| Employer contribution / active EE | $1,019 | $2,627-61.2% | $2,916-65.1% | $2,626-61.2% |
| Participant deferral / active EE | $277 | $3,400-91.9% | $4,323-93.6% | $4,350-93.6% |
| Admin fee / account holder | $10,320 | $1,492+591.8% | $7,360+40.2% | $1,946+430.4% |