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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 | $8,508 | $29,716-71.4% | $56,077-84.8% | $80,925-89.5% |
| Participation rate | 10.8% | 41.7%-30.9pp | 52.5%-41.7pp | 67.7%-56.8pp |
| Annual return | 6.77% | 35.30%-28.5pp | 1709.28%-1702.5pp | 35.65%-28.9pp |
| Employer contribution / active EE | $129 | $671-80.8% | $1,040-87.6% | $2,756-95.3% |
| Participant deferral / active EE | $146 | $1,228-88.1% | $1,954-92.5% | $4,299-96.6% |
| Admin fee / account holder | $4,723 | $2,432+94.2% | $2,825+67.2% | $6,940-32.0% |