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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 | $13,407 | $48,118-72.1% | $136,833-90.2% | $94,015-85.7% |
| Participation rate | 8.0% | 47.4%-39.4pp | 59.0%-51.0pp | 70.8%-62.8pp |
| Annual return | -0.41% | 14.65%-15.1pp | 35.32%-35.7pp | 17.84%-18.3pp |
| Employer contribution / active EE | $202 | $821-75.4% | $1,319-84.7% | $2,790-92.8% |
| Participant deferral / active EE | $241 | $1,651-85.4% | $2,441-90.1% | $4,249-94.3% |
| Admin fee / account holder | $502 | $3,059-83.6% | $4,706-89.3% | $8,951-94.4% |