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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 | $12,043 | $111,830-89.2% | $93,696-87.1% | $145,884-91.7% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 5.94% | 204.08%-198.1pp | 133.74%-127.8pp | 551.85%-545.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $430 | $4,920-91.3% | $4,417-90.3% | $6,690-93.6% |
| Admin fee / account holder | $2,067 | $10,249-79.8% | $8,287-75.1% | $13,392-84.6% |