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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 | $13,368 | $29,319-54.4% | $52,425-74.5% | $82,448-83.8% |
| Participation rate | 14.3% | 46.9%-32.6pp | 55.6%-41.3pp | 68.1%-53.8pp |
| Annual return | 5.34% | 535.20%-529.9pp | 302.12%-296.8pp | 41.64%-36.3pp |
| Employer contribution / active EE | $362 | $586-38.3% | $914-60.4% | $2,551-85.8% |
| Participant deferral / active EE | $9 | $1,171-99.2% | $1,790-99.5% | $4,139-99.8% |
| Admin fee / account holder | $1,648 | $1,962-16.0% | $2,495-33.9% | $7,234-77.2% |