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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 | $12,181 | $96,691-87.4% | $86,656-85.9% | $139,487-91.3% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 9.64% | 106.87%-97.2pp | 593.09%-583.4pp | 373.84%-364.2pp |
| Employer contribution / active EE | $1,762 | $3,267-46.1% | $3,025-41.8% | $4,755-62.9% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,081 | $6,414-36.4% | $5,619-27.4% | $11,407-64.2% |