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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 | $18,401 | $27,936-34.1% | $58,561-68.6% | $75,173-75.5% |
| Participation rate | 13.2% | 38.8%-25.7pp | 50.9%-37.7pp | 67.2%-54.0pp |
| Annual return | 5.38% | 44.21%-38.8pp | 4251.33%-4245.9pp | 160.72%-155.3pp |
| Employer contribution / active EE | $96 | $670-85.7% | $1,053-90.9% | $2,671-96.4% |
| Participant deferral / active EE | $132 | $1,202-89.0% | $1,923-93.1% | $4,126-96.8% |
| Admin fee / account holder | $13,471 | $1,727+680.2% | $2,520+434.5% | $5,651+138.4% |