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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 | $11,855 | $111,814-89.4% | $103,374-88.5% | $145,959-91.9% |
| Participation rate | 4.5% | 77.9%-73.4pp | 74.5%-70.0pp | 80.3%-75.7pp |
| Annual return | 6.50% | 24.77%-18.3pp | 24.89%-18.4pp | 561.95%-555.4pp |
| Employer contribution / active EE | $2,488 | $4,214-41.0% | $3,869-35.7% | $4,661-46.6% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,650 | $9,754-52.3% | $8,394-44.6% | $13,398-65.3% |