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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 | $10,410 | $61,125-83.0% | $94,057-88.9% | $87,485-88.1% |
| Participation rate | 38.3% | 64.1%-25.8pp | 73.3%-35.0pp | 68.9%-30.6pp |
| Annual return | 5.90% | 35.20%-29.3pp | 480.62%-474.7pp | 26.06%-20.2pp |
| Employer contribution / active EE | $370 | $2,136-82.7% | $2,933-87.4% | $2,596-85.8% |
| Participant deferral / active EE | $447 | $3,260-86.3% | $4,709-90.5% | $4,274-89.5% |
| Admin fee / account holder | $3,972 | $5,629-29.4% | $7,244-45.2% | $7,775-48.9% |