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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 | $6,327 | $109,967-94.2% | $97,197-93.5% | $145,877-95.7% |
| Participation rate | 23.5% | 76.0%-52.4pp | 72.7%-49.2pp | 80.3%-56.8pp |
| Annual return | 6.13% | 244.27%-238.1pp | 75.47%-69.3pp | 551.28%-545.2pp |
| Employer contribution / active EE | $352 | $3,077-88.5% | $2,723-87.1% | $4,663-92.4% |
| Participant deferral / active EE | $489 | $4,676-89.5% | $4,263-88.5% | $6,691-92.7% |
| Admin fee / account holder | $10,432 | $6,199+68.3% | $5,637+85.1% | $13,402-22.2% |