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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 | $9,330 | $114,119-91.8% | $107,187-91.3% | $138,895-93.3% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 79.9%-38.3pp |
| Annual return | 9.03% | 273.21%-264.2pp | 204.55%-195.5pp | 145.39%-136.4pp |
| Employer contribution / active EE | $1,825 | $4,059-55.0% | $3,782-51.7% | $4,194-56.5% |
| Participant deferral / active EE | $1,302 | $5,538-76.5% | $5,096-74.4% | $6,396-79.6% |
| Admin fee / account holder | $8,124 | $10,024-19.0% | $9,162-11.3% | $12,562-35.3% |