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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 | $7,252 | $100,139-92.8% | $85,187-91.5% | $145,884-95.0% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 2.56% | 84.15%-81.6pp | 66.67%-64.1pp | 551.85%-549.3pp |
| Employer contribution / active EE | $5,714 | $3,238+76.5% | $2,732+109.1% | $4,662+22.6% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,119 | $7,262+53.1% | $6,162+80.4% | $13,392-17.0% |