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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 | $29,554-38.3% | $56,054-67.5% | $77,692-76.5% |
| Participation rate | 7.5% | 32.6%-25.1pp | 52.5%-45.0pp | 70.6%-63.1pp |
| Annual return | 7.20% | 18.89%-11.7pp | 1705.95%-1698.7pp | 31.25%-24.1pp |
| Employer contribution / active EE | $148 | $568-73.9% | $1,039-85.7% | $2,726-94.6% |
| Participant deferral / active EE | $247 | $1,061-76.7% | $1,952-87.3% | $4,648-94.7% |
| Admin fee / account holder | $1,016 | $1,046-2.8% | $2,822-64.0% | $431+136.1% |