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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 | $6,120 | $29,051-78.9% | $52,425-88.3% | $67,986-91.0% |
| Participation rate | 4.9% | 30.4%-25.5pp | 55.6%-50.7pp | 57.2%-52.3pp |
| Annual return | 13.53% | 24.00%-10.5pp | 302.12%-288.6pp | 31.67%-18.1pp |
| Employer contribution / active EE | $80 | $412-80.6% | $914-91.2% | $2,019-96.0% |
| Participant deferral / active EE | $54 | $873-93.8% | $1,790-97.0% | $3,358-98.4% |
| Admin fee / account holder | $1,632 | $2,113-22.7% | $2,495-34.6% | $3,203-49.0% |