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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 | $9,780 | $88,815-89.0% | $81,882-88.1% | $145,897-93.3% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 1.59% | 1033.75%-1032.2pp | 779.47%-777.9pp | 552.29%-550.7pp |
| Employer contribution / active EE | $409 | $3,086-86.8% | $2,916-86.0% | $4,663-91.2% |
| Participant deferral / active EE | $565 | $4,647-87.8% | $4,323-86.9% | $6,689-91.6% |
| Admin fee / account holder | $1,904 | $8,434-77.4% | $7,360-74.1% | $13,390-85.8% |