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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 | $10,049 | $37,156-73.0% | $83,854-88.0% | $86,983-88.4% |
| Participation rate | 9.8% | 49.1%-39.2pp | 59.1%-49.3pp | 69.5%-59.7pp |
| Annual return | 9.76% | 29.88%-20.1pp | 31.39%-21.6pp | 25.83%-16.1pp |
| Employer contribution / active EE | $48 | $661-92.8% | $1,017-95.3% | $2,584-98.2% |
| Participant deferral / active EE | $143 | $1,418-89.9% | $2,035-93.0% | $4,194-96.6% |
| Admin fee / account holder | $1,362 | $2,510-45.7% | $3,197-57.4% | $7,856-82.7% |