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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 | $29,161 | $29,670-1.7% | $56,054-48.0% | $80,911-64.0% |
| Participation rate | 6.8% | 41.7%-34.8pp | 52.5%-45.6pp | 67.6%-60.8pp |
| Annual return | 8.76% | 35.24%-26.5pp | 1705.95%-1697.2pp | 35.63%-26.9pp |
| Employer contribution / active EE | $208 | $670-69.0% | $1,039-80.0% | $2,756-92.5% |
| Participant deferral / active EE | $211 | $1,227-82.8% | $1,952-89.2% | $4,297-95.1% |
| Admin fee / account holder | $13,419 | $2,431+452.0% | $2,822+375.4% | $6,935+93.5% |