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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 | $12,697 | $102,595-87.6% | $94,057-86.5% | $154,746-91.8% |
| Participation rate | 46.7% | 76.0%-29.3pp | 73.3%-26.7pp | 80.7%-34.0pp |
| Annual return | 6.78% | 583.42%-576.6pp | 480.62%-473.8pp | 172.34%-165.6pp |
| Employer contribution / active EE | $536 | $3,147-83.0% | $2,933-81.7% | $4,379-87.8% |
| Participant deferral / active EE | $643 | $5,118-87.4% | $4,709-86.4% | $6,730-90.4% |
| Admin fee / account holder | $18,884 | $7,736+144.1% | $7,244+160.7% | $14,365+31.5% |