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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 | $29,319-54.3% | $52,425-74.4% | $82,448-83.7% |
| Participation rate | 8.0% | 46.9%-38.9pp | 55.6%-47.6pp | 68.1%-60.1pp |
| Annual return | -0.41% | 535.20%-535.6pp | 302.12%-302.5pp | 41.64%-42.0pp |
| Employer contribution / active EE | $202 | $586-65.6% | $914-77.9% | $2,551-92.1% |
| Participant deferral / active EE | $241 | $1,171-79.5% | $1,790-86.6% | $4,139-94.2% |
| Admin fee / account holder | $502 | $1,962-74.4% | $2,495-79.9% | $7,234-93.1% |