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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 | $58,275-67.1% | $81,844-76.6% | $80,935-76.3% |
| Participation rate | 12.2% | 63.5%-51.2pp | 72.4%-60.1pp | 67.7%-55.4pp |
| Annual return | 8.43% | 41.82%-33.4pp | 778.87%-770.4pp | 35.66%-27.2pp |
| Employer contribution / active EE | $365 | $2,346-84.4% | $2,916-87.5% | $2,757-86.7% |
| Participant deferral / active EE | $487 | $3,285-85.2% | $4,323-88.7% | $4,299-88.7% |
| Admin fee / account holder | $3,100 | $4,749-34.7% | $7,355-57.9% | $6,924-55.2% |