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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 | $9,970 | $78,690-87.3% | $161,489-93.8% | $87,485-88.6% |
| Participation rate | 62.0% | 67.5%-5.5pp | 78.7%-16.7pp | 68.9%-7.0pp |
| Annual return | 8.17% | 32.74%-24.6pp | 89.72%-81.5pp | 26.06%-17.9pp |
| Employer contribution / active EE | $489 | $2,588-81.1% | $4,268-88.6% | $2,596-81.2% |
| Participant deferral / active EE | $889 | $3,311-73.2% | $5,630-84.2% | $4,274-79.2% |
| Admin fee / account holder | $792 | $6,724-88.2% | $16,006-95.1% | $7,775-89.8% |