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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 | $88,754-89.0% | $81,820-88.0% | $145,877-93.3% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 1.59% | 1031.77%-1030.2pp | 777.93%-776.3pp | 551.28%-549.7pp |
| Employer contribution / active EE | $409 | $3,085-86.8% | $2,915-86.0% | $4,663-91.2% |
| Participant deferral / active EE | $565 | $4,648-87.8% | $4,323-86.9% | $6,691-91.6% |
| Admin fee / account holder | $1,904 | $8,424-77.4% | $7,391-74.2% | $13,402-85.8% |