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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 | $90,691-92.1% | $76,119-90.6% | $145,884-95.1% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.1%-40.5pp | 80.3%-51.7pp |
| Annual return | 6.37% | 624.52%-618.2pp | 361.25%-354.9pp | 551.85%-545.5pp |
| Employer contribution / active EE | $836 | $3,329-74.9% | $2,693-68.9% | $4,662-82.1% |
| Participant deferral / active EE | $881 | $5,167-83.0% | $4,259-79.3% | $6,690-86.8% |
| Admin fee / account holder | $5,815 | $8,383-30.6% | $6,421-9.4% | $13,392-56.6% |