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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 | $9,300 | $58,311-84.1% | $81,882-88.6% | $80,959-88.5% |
| Participation rate | 49.2% | 63.5%-14.3pp | 72.4%-23.2pp | 67.7%-18.5pp |
| Annual return | 10.47% | 41.85%-31.4pp | 779.47%-769.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $958 | $2,347-59.2% | $2,916-67.1% | $2,757-65.2% |
| Participant deferral / active EE | $590 | $3,287-82.1% | $4,323-86.4% | $4,300-86.3% |
| Admin fee / account holder | $2,084 | $4,752-56.1% | $7,360-71.7% | $6,925-69.9% |