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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 | $29,319-77.2% | $52,425-87.3% | $82,448-91.9% |
| Participation rate | 12.5% | 46.9%-34.4pp | 55.6%-43.1pp | 68.1%-55.6pp |
| Annual return | 8.72% | 535.20%-526.5pp | 302.12%-293.4pp | 41.64%-32.9pp |
| Employer contribution / active EE | $124 | $586-78.8% | $914-86.4% | $2,551-95.1% |
| Participant deferral / active EE | $244 | $1,171-79.2% | $1,790-86.4% | $4,139-94.1% |
| Admin fee / account holder | $642 | $1,962-67.3% | $2,495-74.3% | $7,234-91.1% |