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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 | $10,119 | $29,733-66.0% | $56,025-81.9% | $80,959-87.5% |
| Participation rate | 16.1% | 41.7%-25.7pp | 52.5%-36.4pp | 67.7%-51.6pp |
| Annual return | 4.60% | 35.28%-30.7pp | 1712.69%-1708.1pp | 35.67%-31.1pp |
| Employer contribution / active EE | $122 | $672-81.8% | $1,042-88.3% | $2,757-95.6% |
| Participant deferral / active EE | $204 | $1,229-83.4% | $1,955-89.5% | $4,300-95.2% |
| Admin fee / account holder | $12,027 | $2,434+394.2% | $2,828+325.2% | $6,925+73.7% |