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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 | $29,543 | $28,624+3.2% | $53,647-44.9% | $82,637-64.2% |
| Participation rate | 5.9% | 47.3%-41.4pp | 56.3%-50.4pp | 68.1%-62.2pp |
| Annual return | 13.54% | 664.98%-651.4pp | 358.33%-344.8pp | 53.51%-40.0pp |
| Employer contribution / active EE | $144 | $637-77.3% | $962-85.0% | $2,552-94.3% |
| Participant deferral / active EE | $180 | $1,196-84.9% | $1,813-90.0% | $4,126-95.6% |
| Admin fee / account holder | $996 | $2,022-50.7% | $2,460-59.5% | $7,339-86.4% |