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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 | $36,948-67.1% | $73,658-83.5% | $87,485-86.1% |
| Participation rate | 5.4% | 46.8%-41.4pp | 57.0%-51.6pp | 68.9%-63.5pp |
| Annual return | 7.43% | 28.64%-21.2pp | 29.72%-22.3pp | 26.06%-18.6pp |
| Employer contribution / active EE | $104 | $670-84.4% | $1,032-89.9% | $2,596-96.0% |
| Participant deferral / active EE | $139 | $1,379-89.9% | $2,062-93.3% | $4,274-96.7% |
| Admin fee / account holder | $728 | $2,531-71.3% | $3,357-78.3% | $7,775-90.6% |