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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 | $13,564 | $51,638-73.7% | $68,368-80.2% | $82,448-83.5% |
| Participation rate | 9.1% | 63.6%-54.5pp | 73.8%-64.7pp | 68.1%-59.0pp |
| Annual return | 12.69% | 37.53%-24.8pp | 292.57%-279.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $272 | $2,047-86.7% | $2,649-89.7% | $2,551-89.3% |
| Participant deferral / active EE | $363 | $2,914-87.5% | $4,123-91.2% | $4,139-91.2% |
| Admin fee / account holder | $2,885 | $4,643-37.9% | $5,150-44.0% | $7,234-60.1% |