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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 | $8,526 | $49,896-82.9% | $80,627-89.4% | $75,173-88.7% |
| Participation rate | 16.2% | 55.3%-39.1pp | 67.0%-50.8pp | 67.2%-51.0pp |
| Annual return | 13.59% | 34.67%-21.1pp | 936.76%-923.2pp | 160.72%-147.1pp |
| Employer contribution / active EE | $327 | $1,699-80.8% | $2,723-88.0% | $2,671-87.8% |
| Participant deferral / active EE | $423 | $2,992-85.9% | $4,443-90.5% | $4,126-89.8% |
| Admin fee / account holder | $588 | $3,578-83.6% | $5,381-89.1% | $5,651-89.6% |