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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 | $7,185 | $58,311-87.7% | $81,882-91.2% | $80,959-91.1% |
| Participation rate | 26.7% | 63.5%-36.8pp | 72.4%-45.7pp | 67.7%-41.0pp |
| Annual return | 8.86% | 41.85%-33.0pp | 779.47%-770.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $383 | $2,347-83.7% | $2,916-86.9% | $2,757-86.1% |
| Participant deferral / active EE | $685 | $3,287-79.2% | $4,323-84.2% | $4,300-84.1% |
| Admin fee / account holder | $495 | $4,752-89.6% | $7,360-93.3% | $6,925-92.9% |