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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 | $29,670-65.9% | $56,054-81.9% | $80,911-87.5% |
| Participation rate | 16.1% | 41.7%-25.6pp | 52.5%-36.4pp | 67.6%-51.6pp |
| Annual return | 4.60% | 35.24%-30.6pp | 1705.95%-1701.3pp | 35.63%-31.0pp |
| Employer contribution / active EE | $122 | $670-81.7% | $1,039-88.2% | $2,756-95.6% |
| Participant deferral / active EE | $204 | $1,227-83.3% | $1,952-89.5% | $4,297-95.2% |
| Admin fee / account holder | $12,027 | $2,431+394.8% | $2,822+326.1% | $6,935+73.4% |