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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 | $9,111 | $37,446-75.7% | $77,513-88.2% | $79,852-88.6% |
| Participation rate | 19.4% | 41.5%-22.1pp | 54.2%-34.8pp | 69.6%-50.2pp |
| Annual return | 5.25% | 39.76%-34.5pp | 54.81%-49.6pp | 31.72%-26.5pp |
| Employer contribution / active EE | $106 | $637-83.4% | $987-89.3% | $2,471-95.7% |
| Participant deferral / active EE | $316 | $1,261-74.9% | $1,861-83.0% | $3,740-91.5% |
| Admin fee / account holder | $5,360 | $2,506+113.9% | $2,859+87.5% | $5,306+1.0% |