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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 | $100,073-92.8% | $85,126-91.5% | $145,877-95.0% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 2.56% | 84.11%-81.5pp | 66.63%-64.1pp | 551.28%-548.7pp |
| Employer contribution / active EE | $5,714 | $3,236+76.6% | $2,731+109.2% | $4,663+22.5% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,119 | $7,261+53.1% | $6,160+80.5% | $13,402-17.0% |