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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 | $13,669 | $105,929-87.1% | $81,716-83.3% | $158,966-91.4% |
| Participation rate | 22.2% | 75.6%-53.4pp | 72.0%-49.8pp | 82.0%-59.7pp |
| Annual return | -7.19% | 38.19%-45.4pp | 29.49%-36.7pp | 302.95%-310.1pp |
| Employer contribution / active EE | $519 | $7,802-93.3% | $4,310-88.0% | $4,762-89.1% |
| Participant deferral / active EE | $519 | $13,007-96.0% | $7,108-92.7% | $5,983-91.3% |
| Admin fee / account holder | $2,466 | $8,492-71.0% | $5,159-52.2% | $11,250-78.1% |