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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 | $15,441 | $58,258-73.5% | $81,820-81.1% | $80,925-80.9% |
| Participation rate | 19.2% | 63.5%-44.2pp | 72.4%-53.2pp | 67.7%-48.4pp |
| Annual return | 8.90% | 41.76%-32.9pp | 777.93%-769.0pp | 35.65%-26.7pp |
| Employer contribution / active EE | $321 | $2,345-86.3% | $2,915-89.0% | $2,756-88.4% |
| Participant deferral / active EE | $712 | $3,284-78.3% | $4,323-83.5% | $4,299-83.4% |
| Admin fee / account holder | $4,892 | $4,976-1.7% | $7,391-33.8% | $6,940-29.5% |