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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 | $7,080 | $100,279-92.9% | $81,353-91.3% | $145,884-95.1% |
| Participation rate | 38.5% | 74.3%-35.8pp | 69.5%-31.1pp | 80.3%-41.8pp |
| Annual return | 7.27% | 34.49%-27.2pp | 24.82%-17.5pp | 551.85%-544.6pp |
| Employer contribution / active EE | $400 | $2,979-86.6% | $2,464-83.8% | $4,662-91.4% |
| Participant deferral / active EE | $472 | $4,611-89.8% | $3,885-87.9% | $6,690-92.9% |
| Admin fee / account holder | $785 | $8,206-90.4% | $5,766-86.4% | $13,392-94.1% |