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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 | $9,415 | $96,419-90.2% | $80,648-88.3% | $139,487-93.3% |
| Participation rate | 30.0% | 73.6%-43.6pp | 67.0%-37.0pp | 80.3%-50.3pp |
| Annual return | 9.21% | 1352.86%-1343.7pp | 937.21%-928.0pp | 373.84%-364.6pp |
| Employer contribution / active EE | $527 | $3,261-83.8% | $2,724-80.6% | $4,755-88.9% |
| Participant deferral / active EE | $307 | $5,225-94.1% | $4,443-93.1% | $6,713-95.4% |
| Admin fee / account holder | $5,878 | $6,605-11.0% | $5,382+9.2% | $11,407-48.5% |