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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 | $8,413 | $51,638-83.7% | $68,368-87.7% | $82,448-89.8% |
| Participation rate | 33.3% | 63.6%-30.3pp | 73.8%-40.4pp | 68.1%-34.7pp |
| Annual return | 13.39% | 37.53%-24.1pp | 292.57%-279.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $363 | $2,047-82.3% | $2,649-86.3% | $2,551-85.8% |
| Participant deferral / active EE | $494 | $2,914-83.1% | $4,123-88.0% | $4,139-88.1% |
| Admin fee / account holder | $906 | $4,643-80.5% | $5,150-82.4% | $7,234-87.5% |