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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 | $18,229 | $29,507-38.2% | $56,025-67.5% | $77,762-76.6% |
| Participation rate | 7.5% | 32.7%-25.3pp | 52.5%-45.0pp | 70.6%-63.1pp |
| Annual return | 7.20% | 18.90%-11.7pp | 1712.69%-1705.5pp | 31.27%-24.1pp |
| Employer contribution / active EE | $148 | $570-74.0% | $1,042-85.8% | $2,728-94.6% |
| Participant deferral / active EE | $247 | $1,062-76.7% | $1,955-87.3% | $4,651-94.7% |
| Admin fee / account holder | $1,016 | $1,041-2.3% | $2,828-64.1% | $433+134.8% |