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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 | $7,959 | $107,809-92.6% | $97,032-91.8% | $155,188-94.9% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 2.49% | 38.06%-35.6pp | 35.38%-32.9pp | 148.84%-146.4pp |
| Employer contribution / active EE | $558 | $2,911-80.8% | $2,629-78.8% | $4,248-86.9% |
| Participant deferral / active EE | $279 | $5,129-94.6% | $4,672-94.0% | $6,531-95.7% |
| Admin fee / account holder | $49,528 | $10,717+362.1% | $9,418+425.9% | $14,480+242.0% |