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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 | $29,716-57.0% | $56,077-77.2% | $80,925-84.2% |
| Participation rate | 10.0% | 41.7%-31.7pp | 52.5%-42.5pp | 67.7%-57.7pp |
| Annual return | 8.66% | 35.30%-26.6pp | 1709.28%-1700.6pp | 35.65%-27.0pp |
| Employer contribution / active EE | $146 | $671-78.2% | $1,040-86.0% | $2,756-94.7% |
| Participant deferral / active EE | $204 | $1,228-83.4% | $1,954-89.5% | $4,299-95.2% |
| Admin fee / account holder | $429 | $2,432-82.4% | $2,825-84.8% | $6,940-93.8% |