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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 | $13,580 | $25,014-45.7% | $69,623-80.5% | $80,935-83.2% |
| Participation rate | 21.9% | 64.2%-42.3pp | 66.4%-44.6pp | 67.7%-45.8pp |
| Annual return | 8.49% | 19.08%-10.6pp | 101.23%-92.7pp | 35.66%-27.2pp |
| Employer contribution / active EE | $353 | $991-64.3% | $1,709-79.3% | $2,757-87.2% |
| Participant deferral / active EE | $430 | $1,840-76.6% | $2,890-85.1% | $4,299-90.0% |
| Admin fee / account holder | $8,715 | $2,491+249.9% | $4,696+85.6% | $6,924+25.9% |