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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 | $9,660 | $55,902-82.7% | $76,030-87.3% | $80,959-88.1% |
| Participation rate | 16.5% | 62.1%-45.6pp | 69.1%-52.6pp | 67.7%-51.2pp |
| Annual return | 7.79% | 20.59%-12.8pp | 361.54%-353.7pp | 35.67%-27.9pp |
| Employer contribution / active EE | $505 | $1,867-72.9% | $2,688-81.2% | $2,757-81.7% |
| Participant deferral / active EE | $597 | $3,051-80.4% | $4,257-86.0% | $4,300-86.1% |
| Admin fee / account holder | $831 | $5,239-84.1% | $6,421-87.1% | $6,925-88.0% |