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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 | $19,819 | $29,736-33.4% | $56,033-64.6% | $80,935-75.5% |
| Participation rate | 9.1% | 41.7%-32.6pp | 52.5%-43.4pp | 67.7%-58.6pp |
| Annual return | 10.25% | 35.28%-25.0pp | 1711.38%-1701.1pp | 35.66%-25.4pp |
| Employer contribution / active EE | $227 | $671-66.2% | $1,041-78.2% | $2,757-91.8% |
| Participant deferral / active EE | $227 | $1,228-81.5% | $1,954-88.4% | $4,299-94.7% |
| Admin fee / account holder | $423 | $2,434-82.6% | $2,827-85.0% | $6,924-93.9% |