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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 | $17,045 | $100,139-83.0% | $85,187-80.0% | $145,884-88.3% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 3.56% | 84.15%-80.6pp | 66.67%-63.1pp | 551.85%-548.3pp |
| Employer contribution / active EE | $420 | $3,238-87.0% | $2,732-84.6% | $4,662-91.0% |
| Participant deferral / active EE | $700 | $5,296-86.8% | $4,525-84.5% | $6,690-89.5% |
| Admin fee / account holder | $796 | $7,262-89.0% | $6,162-87.1% | $13,392-94.1% |