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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 | $7,606 | $101,618-92.5% | $93,063-91.8% | $137,256-94.5% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 5.80% | 223.95%-218.1pp | 34.15%-28.4pp | 220.34%-214.5pp |
| Employer contribution / active EE | $466 | $2,707-82.8% | $2,476-81.2% | $4,156-88.8% |
| Participant deferral / active EE | $466 | $4,279-89.1% | $3,958-88.2% | $6,407-92.7% |
| Admin fee / account holder | $3,632 | $6,198-41.4% | $6,033-39.8% | $12,270-70.4% |