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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 | $56,060-82.8% | $76,002-87.3% | $80,874-88.1% |
| Participation rate | 16.5% | 62.0%-45.6pp | 69.1%-52.6pp | 67.6%-51.2pp |
| Annual return | 7.79% | 20.54%-12.7pp | 360.07%-352.3pp | 35.62%-27.8pp |
| Employer contribution / active EE | $505 | $1,873-73.0% | $2,688-81.2% | $2,756-81.7% |
| Participant deferral / active EE | $597 | $3,051-80.4% | $4,257-86.0% | $4,297-86.1% |
| Admin fee / account holder | $831 | $5,237-84.1% | $6,414-87.0% | $6,935-88.0% |