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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 | $11,818 | $77,901-84.8% | $149,717-92.1% | $75,181-84.3% |
| Participation rate | 34.5% | 65.6%-31.1pp | 78.8%-44.3pp | 67.2%-32.7pp |
| Annual return | 6.48% | 31.73%-25.2pp | 134.41%-127.9pp | 160.69%-154.2pp |
| Employer contribution / active EE | $421 | $3,137-86.6% | $4,820-91.3% | $2,671-84.2% |
| Participant deferral / active EE | $566 | $3,411-83.4% | $5,682-90.0% | $4,126-86.3% |
| Admin fee / account holder | $11,411 | $5,949+91.8% | $13,213-13.6% | $5,650+102.0% |