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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 | $19,153 | $58,258-67.1% | $81,820-76.6% | $80,925-76.3% |
| Participation rate | 12.2% | 63.5%-51.2pp | 72.4%-60.1pp | 67.7%-55.4pp |
| Annual return | 8.43% | 41.76%-33.3pp | 777.93%-769.5pp | 35.65%-27.2pp |
| Employer contribution / active EE | $365 | $2,345-84.4% | $2,915-87.5% | $2,756-86.7% |
| Participant deferral / active EE | $487 | $3,284-85.2% | $4,323-88.7% | $4,299-88.7% |
| Admin fee / account holder | $3,100 | $4,976-37.7% | $7,391-58.0% | $6,940-55.3% |