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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 | $5,203 | $29,319-82.3% | $52,425-90.1% | $82,448-93.7% |
| Participation rate | 19.4% | 46.9%-27.5pp | 55.6%-36.3pp | 68.1%-48.7pp |
| Annual return | 8.67% | 535.20%-526.5pp | 302.12%-293.5pp | 41.64%-33.0pp |
| Employer contribution / active EE | $80 | $586-86.3% | $914-91.2% | $2,551-96.8% |
| Participant deferral / active EE | $80 | $1,171-93.1% | $1,790-95.5% | $4,139-98.1% |
| Admin fee / account holder | $1,516 | $1,962-22.7% | $2,495-39.2% | $7,234-79.0% |