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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 | $99,053-92.0% | $88,179-91.0% | $138,895-94.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 2.49% | 78.17%-75.7pp | 64.97%-62.5pp | 145.39%-142.9pp |
| Employer contribution / active EE | $558 | $2,882-80.6% | $2,549-78.1% | $4,194-86.7% |
| Participant deferral / active EE | $279 | $5,225-94.7% | $4,614-94.0% | $6,396-95.6% |
| Admin fee / account holder | $49,528 | $8,748+466.1% | $7,673+545.5% | $12,562+294.3% |