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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 | $7,130 | $70,366-89.9% | $66,674-89.3% | $138,895-94.9% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 5.43% | 386.41%-381.0pp | 321.24%-315.8pp | 145.39%-140.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $320 | $4,374-92.7% | $4,084-92.2% | $6,396-95.0% |
| Admin fee / account holder | $4,968 | $5,262-5.6% | $5,098-2.6% | $12,562-60.5% |