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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 | $9,911 | $81,233-87.8% | $155,567-93.6% | $80,874-87.7% |
| Participation rate | 18.2% | 66.2%-48.1pp | 78.2%-60.0pp | 67.6%-49.5pp |
| Annual return | 7.72% | 33.33%-25.6pp | 64.74%-57.0pp | 35.62%-27.9pp |
| Employer contribution / active EE | $450 | $3,101-85.5% | $4,674-90.4% | $2,756-83.7% |
| Participant deferral / active EE | $870 | $3,452-74.8% | $5,628-84.5% | $4,297-79.7% |
| Admin fee / account holder | $772 | $7,998-90.3% | $15,916-95.1% | $6,935-88.9% |