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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 | $29,736-1.9% | $56,033-48.0% | $80,935-64.0% |
| Participation rate | 6.8% | 41.7%-34.9pp | 52.5%-45.6pp | 67.7%-60.8pp |
| Annual return | 8.76% | 35.28%-26.5pp | 1711.38%-1702.6pp | 35.66%-26.9pp |
| Employer contribution / active EE | $208 | $671-69.0% | $1,041-80.0% | $2,757-92.5% |
| Participant deferral / active EE | $211 | $1,228-82.8% | $1,954-89.2% | $4,299-95.1% |
| Admin fee / account holder | $13,419 | $2,434+451.4% | $2,827+374.6% | $6,924+93.8% |