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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 | $13,451 | $48,284-72.1% | $67,524-80.1% | $80,911-83.4% |
| Participation rate | 23.1% | 66.4%-43.3pp | 72.9%-49.8pp | 67.6%-44.6pp |
| Annual return | 8.54% | 18.27%-9.7pp | 3519.41%-3510.9pp | 35.63%-27.1pp |
| Employer contribution / active EE | $533 | $2,021-73.6% | $2,734-80.5% | $2,756-80.7% |
| Participant deferral / active EE | $675 | $2,927-76.9% | $4,001-83.1% | $4,297-84.3% |
| Admin fee / account holder | $2,461 | $3,688-33.3% | $4,001-38.5% | $6,935-64.5% |