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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 | $9,788 | $49,976-80.4% | $66,674-85.3% | $82,637-88.2% |
| Participation rate | 25.0% | 63.1%-38.1pp | 73.7%-48.7pp | 68.1%-43.1pp |
| Annual return | 10.86% | 39.09%-28.2pp | 321.24%-310.4pp | 53.51%-42.6pp |
| Employer contribution / active EE | $354 | $1,988-82.2% | $2,620-86.5% | $2,552-86.1% |
| Participant deferral / active EE | $389 | $2,847-86.3% | $4,084-90.5% | $4,126-90.6% |
| Admin fee / account holder | $5,135 | $4,594+11.8% | $5,098+0.7% | $7,339-30.0% |