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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 | $22,887 | $60,139-61.9% | $90,461-74.7% | $79,856-71.3% |
| Participation rate | 18.8% | 65.0%-46.2pp | 72.7%-53.9pp | 69.6%-50.8pp |
| Annual return | 4.64% | 71.96%-67.3pp | 1294.76%-1290.1pp | 31.71%-27.1pp |
| Employer contribution / active EE | $693 | $2,069-66.5% | $3,264-78.8% | $2,471-72.0% |
| Participant deferral / active EE | $358 | $2,939-87.8% | $3,964-91.0% | $3,741-90.4% |
| Admin fee / account holder | $1,208 | $3,978-69.6% | $5,617-78.5% | $5,306-77.2% |