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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 | $7,143 | $90,614-92.1% | $76,089-90.6% | $145,877-95.1% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.1%-40.5pp | 80.3%-51.7pp |
| Annual return | 6.37% | 623.80%-617.4pp | 360.94%-354.6pp | 551.28%-544.9pp |
| Employer contribution / active EE | $836 | $3,324-74.8% | $2,690-68.9% | $4,663-82.1% |
| Participant deferral / active EE | $881 | $5,168-83.0% | $4,259-79.3% | $6,691-86.8% |
| Admin fee / account holder | $5,815 | $8,376-30.6% | $6,418-9.4% | $13,402-56.6% |