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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 | $8,833 | $25,014-64.7% | $69,623-87.3% | $80,935-89.1% |
| Participation rate | 22.6% | 64.2%-41.6pp | 66.4%-43.9pp | 67.7%-45.1pp |
| Annual return | 9.41% | 19.08%-9.7pp | 101.23%-91.8pp | 35.66%-26.2pp |
| Employer contribution / active EE | $567 | $991-42.8% | $1,709-66.8% | $2,757-79.4% |
| Participant deferral / active EE | $0 | $1,840-100.0% | $2,890-100.0% | $4,299-100.0% |
| Admin fee / account holder | $863 | $2,491-65.4% | $4,696-81.6% | $6,924-87.5% |