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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 | $2,408 | $37,156-93.5% | $83,854-97.1% | $86,983-97.2% |
| Participation rate | 37.9% | 49.1%-11.1pp | 59.1%-21.2pp | 69.5%-31.6pp |
| Annual return | 11.35% | 29.88%-18.5pp | 31.39%-20.0pp | 25.83%-14.5pp |
| Employer contribution / active EE | $115 | $661-82.6% | $1,017-88.7% | $2,584-95.5% |
| Participant deferral / active EE | $283 | $1,418-80.0% | $2,035-86.1% | $4,194-93.2% |
| Admin fee / account holder | $1,066 | $2,510-57.5% | $3,197-66.6% | $7,856-86.4% |