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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 | $13,249 | $27,243-51.4% | $52,425-74.7% | $79,634-83.4% |
| Participation rate | 4.8% | 22.4%-17.6pp | 55.6%-50.8pp | 62.5%-57.7pp |
| Annual return | 12.42% | 63.36%-50.9pp | 302.12%-289.7pp | 36.46%-24.0pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $131 | $636-79.3% | $1,790-92.7% | $3,835-96.6% |
| Admin fee / account holder | $1,075 | $2,105-48.9% | $2,495-56.9% | $1,002+7.3% |