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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 | $14,336 | $58,311-75.4% | $81,882-82.5% | $80,959-82.3% |
| Participation rate | 26.4% | 63.5%-37.0pp | 72.4%-46.0pp | 67.7%-41.2pp |
| Annual return | 6.44% | 41.85%-35.4pp | 779.47%-773.0pp | 35.67%-29.2pp |
| Employer contribution / active EE | $320 | $2,347-86.4% | $2,916-89.0% | $2,757-88.4% |
| Participant deferral / active EE | $644 | $3,287-80.4% | $4,323-85.1% | $4,300-85.0% |
| Admin fee / account holder | $2,883 | $4,752-39.3% | $7,360-60.8% | $6,925-58.4% |