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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 | $11,135 | $90,614-87.7% | $76,089-85.4% | $145,877-92.4% |
| Participation rate | 35.7% | 74.5%-38.8pp | 69.1%-33.4pp | 80.3%-44.6pp |
| Annual return | 6.96% | 623.80%-616.8pp | 360.94%-354.0pp | 551.28%-544.3pp |
| Employer contribution / active EE | $592 | $3,324-82.2% | $2,690-78.0% | $4,663-87.3% |
| Participant deferral / active EE | $958 | $5,168-81.5% | $4,259-77.5% | $6,691-85.7% |
| Admin fee / account holder | $5,865 | $8,376-30.0% | $6,418-8.6% | $13,402-56.2% |