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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 | $12,340 | $29,736-58.5% | $56,033-78.0% | $80,935-84.8% |
| Participation rate | 8.8% | 41.7%-32.9pp | 52.5%-43.7pp | 67.7%-58.8pp |
| Annual return | 9.62% | 35.28%-25.7pp | 1711.38%-1701.8pp | 35.66%-26.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $197 | $1,228-83.9% | $1,954-89.9% | $4,299-95.4% |
| Admin fee / account holder | $1,018 | $2,434-58.2% | $2,827-64.0% | $6,924-85.3% |