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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 | $8,328 | $96,643-91.4% | $86,617-90.4% | $139,456-94.0% |
| Participation rate | 46.2% | 74.4%-28.3pp | 71.7%-25.5pp | 80.3%-34.2pp |
| Annual return | 8.67% | 106.57%-97.9pp | 591.91%-583.2pp | 373.45%-364.8pp |
| Employer contribution / active EE | $611 | $3,264-81.3% | $3,023-79.8% | $4,753-87.1% |
| Participant deferral / active EE | $713 | $4,835-85.3% | $4,437-83.9% | $6,711-89.4% |
| Admin fee / account holder | $2,718 | $6,406-57.6% | $5,613-51.6% | $11,407-76.2% |