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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 | $21,759 | $51,878-58.1% | $68,368-68.2% | $79,634-72.7% |
| Participation rate | 12.5% | 53.7%-41.2pp | 73.8%-61.3pp | 62.5%-50.0pp |
| Annual return | 10.13% | 137.43%-127.3pp | 292.57%-282.4pp | 36.46%-26.3pp |
| Employer contribution / active EE | $416 | $1,931-78.4% | $2,649-84.3% | $2,529-83.5% |
| Participant deferral / active EE | $336 | $2,577-87.0% | $4,123-91.9% | $3,835-91.2% |
| Admin fee / account holder | $893 | $942-5.2% | $5,150-82.7% | $1,002-10.8% |