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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% | $69,701-87.3% | $80,874-89.1% |
| Participation rate | 22.6% | 64.2%-41.7pp | 66.4%-43.9pp | 67.6%-45.1pp |
| Annual return | 9.41% | 19.07%-9.7pp | 100.32%-90.9pp | 35.62%-26.2pp |
| Employer contribution / active EE | $567 | $993-42.9% | $1,713-66.9% | $2,756-79.4% |
| Participant deferral / active EE | $0 | $1,839-100.0% | $2,887-100.0% | $4,297-100.0% |
| Admin fee / account holder | $863 | $2,488-65.3% | $4,717-81.7% | $6,935-87.6% |