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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 | $9,804 | $57,073-82.8% | $85,126-88.5% | $80,925-87.9% |
| Participation rate | 16.0% | 56.4%-40.4pp | 67.5%-51.5pp | 67.7%-51.7pp |
| Annual return | 4.91% | 21.69%-16.8pp | 66.63%-61.7pp | 35.65%-30.7pp |
| Employer contribution / active EE | $349 | $1,801-80.6% | $2,731-87.2% | $2,756-87.4% |
| Participant deferral / active EE | $528 | $3,113-83.0% | $4,523-88.3% | $4,299-87.7% |
| Admin fee / account holder | $548 | $4,988-89.0% | $6,160-91.1% | $6,940-92.1% |