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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 | $10,071 | $34,316-70.7% | $74,719-86.5% | $72,983-86.2% |
| Participation rate | 17.4% | 42.4%-25.0pp | 54.5%-37.1pp | 69.5%-52.1pp |
| Annual return | 16.24% | 26.58%-10.3pp | 753.05%-736.8pp | 81.01%-64.8pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $261 | $1,272-79.5% | $1,963-86.7% | $3,608-92.8% |
| Admin fee / account holder | $465 | $2,125-78.1% | $3,334-86.1% | $5,124-90.9% |