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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 | $8,372 | $99,921-91.6% | $85,009-90.2% | $145,959-94.3% |
| Participation rate | 26.7% | 74.1%-47.4pp | 67.5%-40.8pp | 80.3%-53.6pp |
| Annual return | 6.66% | 83.89%-77.2pp | 66.47%-59.8pp | 561.95%-555.3pp |
| Employer contribution / active EE | $905 | $3,233-72.0% | $2,728-66.8% | $4,661-80.6% |
| Participant deferral / active EE | $883 | $5,293-83.3% | $4,522-80.5% | $6,689-86.8% |
| Admin fee / account holder | $1,280 | $7,252-82.3% | $6,153-79.2% | $13,398-90.4% |