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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 | $10,716 | $90,691-88.2% | $76,119-85.9% | $145,884-92.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 4.71% | 624.52%-619.8pp | 361.25%-356.5pp | 551.85%-547.1pp |
| Employer contribution / active EE | $788 | $3,329-76.3% | $2,693-70.7% | $4,662-83.1% |
| Participant deferral / active EE | $788 | $5,167-84.8% | $4,259-81.5% | $6,690-88.2% |
| Admin fee / account holder | $12,702 | $8,383+51.5% | $6,421+97.8% | $13,392-5.1% |