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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 | $6,824 | $76,407-91.1% | $150,298-95.5% | $82,448-91.7% |
| Participation rate | 53.7% | 66.4%-12.7pp | 77.8%-24.1pp | 68.1%-14.4pp |
| Annual return | 6.51% | 39.99%-33.5pp | 62.79%-56.3pp | 41.64%-35.1pp |
| Employer contribution / active EE | $374 | $2,614-85.7% | $4,154-91.0% | $2,551-85.3% |
| Participant deferral / active EE | $577 | $3,214-82.0% | $5,453-89.4% | $4,139-86.1% |
| Admin fee / account holder | $1,233 | $6,352-80.6% | $14,116-91.3% | $7,234-83.0% |