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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 | $8,932 | $95,601-90.7% | $77,183-88.4% | $139,456-93.6% |
| Participation rate | 35.0% | 74.0%-39.0pp | 69.6%-34.6pp | 80.3%-45.3pp |
| Annual return | 8.62% | 54.96%-46.3pp | 37.89%-29.3pp | 373.45%-364.8pp |
| Employer contribution / active EE | $404 | $3,145-87.2% | $2,534-84.1% | $4,753-91.5% |
| Participant deferral / active EE | $573 | $4,623-87.6% | $3,833-85.1% | $6,711-91.5% |
| Admin fee / account holder | $5,963 | $8,302-28.2% | $5,475+8.9% | $11,407-47.7% |