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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 | $12,791 | $29,733-57.0% | $56,025-77.2% | $80,959-84.2% |
| Participation rate | 10.0% | 41.7%-31.7pp | 52.5%-42.5pp | 67.7%-57.7pp |
| Annual return | 8.66% | 35.28%-26.6pp | 1712.69%-1704.0pp | 35.67%-27.0pp |
| Employer contribution / active EE | $146 | $672-78.3% | $1,042-86.0% | $2,757-94.7% |
| Participant deferral / active EE | $204 | $1,229-83.4% | $1,955-89.5% | $4,300-95.2% |
| Admin fee / account holder | $429 | $2,434-82.4% | $2,828-84.8% | $6,925-93.8% |