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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 | $33,573 | $47,479-29.3% | $62,929-46.6% | $82,448-59.3% |
| Participation rate | 8.0% | 66.9%-58.9pp | 73.1%-65.1pp | 68.1%-60.1pp |
| Annual return | 11.20% | 20.34%-9.1pp | 1063.93%-1052.7pp | 41.64%-30.4pp |
| Employer contribution / active EE | $366 | $1,885-80.6% | $2,505-85.4% | $2,551-85.6% |
| Participant deferral / active EE | $516 | $2,870-82.0% | $3,888-86.7% | $4,139-87.5% |
| Admin fee / account holder | $1,445 | $3,804-62.0% | $5,065-71.5% | $7,234-80.0% |