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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 | $6,671 | $37,156-82.0% | $83,854-92.0% | $86,983-92.3% |
| Participation rate | 12.5% | 49.1%-36.6pp | 59.1%-46.6pp | 69.5%-57.0pp |
| Annual return | 8.72% | 29.88%-21.2pp | 31.39%-22.7pp | 25.83%-17.1pp |
| Employer contribution / active EE | $124 | $661-81.2% | $1,017-87.8% | $2,584-95.2% |
| Participant deferral / active EE | $244 | $1,418-82.8% | $2,035-88.0% | $4,194-94.2% |
| Admin fee / account holder | $642 | $2,510-74.4% | $3,197-79.9% | $7,856-91.8% |