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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 | $12,157 | $29,319-58.5% | $52,425-76.8% | $82,448-85.3% |
| Participation rate | 5.4% | 46.9%-41.4pp | 55.6%-50.2pp | 68.1%-62.7pp |
| Annual return | 7.43% | 535.20%-527.8pp | 302.12%-294.7pp | 41.64%-34.2pp |
| Employer contribution / active EE | $104 | $586-82.2% | $914-88.6% | $2,551-95.9% |
| Participant deferral / active EE | $139 | $1,171-88.1% | $1,790-92.2% | $4,139-96.6% |
| Admin fee / account holder | $728 | $1,962-62.9% | $2,495-70.8% | $7,234-89.9% |