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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 | $9,613 | $72,071-86.7% | $68,368-85.9% | $137,256-93.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 7.52% | 353.14%-345.6pp | 292.57%-285.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $337 | $4,410-92.4% | $4,123-91.8% | $6,407-94.7% |
| Admin fee / account holder | $13,223 | $5,336+147.8% | $5,150+156.8% | $12,270+7.8% |