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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 | $7,554 | $88,778-91.5% | $81,844-90.8% | $145,884-94.8% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 7.76% | 1033.03%-1025.3pp | 778.87%-771.1pp | 551.85%-544.1pp |
| Employer contribution / active EE | $397 | $3,087-87.1% | $2,916-86.4% | $4,662-91.5% |
| Participant deferral / active EE | $577 | $4,648-87.6% | $4,323-86.6% | $6,690-91.4% |
| Admin fee / account holder | $4,407 | $8,430-47.7% | $7,355-40.1% | $13,392-67.1% |