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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 | $9,553 | $58,275-83.6% | $81,844-88.3% | $80,935-88.2% |
| Participation rate | 31.3% | 63.5%-32.2pp | 72.4%-41.1pp | 67.7%-36.4pp |
| Annual return | 9.22% | 41.82%-32.6pp | 778.87%-769.6pp | 35.66%-26.4pp |
| Employer contribution / active EE | $379 | $2,346-83.8% | $2,916-87.0% | $2,757-86.3% |
| Participant deferral / active EE | $665 | $3,285-79.7% | $4,323-84.6% | $4,299-84.5% |
| Admin fee / account holder | $619 | $4,749-87.0% | $7,355-91.6% | $6,924-91.1% |