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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 | $8,180 | $23,330-64.9% | $64,489-87.3% | $82,448-90.1% |
| Participation rate | 18.0% | 68.3%-50.3pp | 67.7%-49.7pp | 68.1%-50.1pp |
| Annual return | 12.91% | 83.66%-70.7pp | 55.03%-42.1pp | 41.64%-28.7pp |
| Employer contribution / active EE | $226 | $824-72.5% | $1,523-85.1% | $2,551-91.1% |
| Participant deferral / active EE | $371 | $1,707-78.2% | $2,778-86.6% | $4,139-91.0% |
| Admin fee / account holder | $7,721 | $2,946+162.1% | $4,260+81.2% | $7,234+6.7% |