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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 | $13,994 | $95,406-85.3% | $185,849-92.5% | $85,847-83.7% |
| Participation rate | 21.9% | 68.8%-46.9pp | 81.7%-59.8pp | 69.3%-47.4pp |
| Annual return | 9.11% | 23.59%-14.5pp | 122.10%-113.0pp | 318.61%-309.5pp |
| Employer contribution / active EE | $436 | $3,314-86.9% | $5,169-91.6% | $2,565-83.0% |
| Participant deferral / active EE | $449 | $3,424-86.9% | $5,569-91.9% | $3,952-88.6% |
| Admin fee / account holder | $1,428 | $7,214-80.2% | $16,244-91.2% | $6,261-77.2% |