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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 | $8,288 | $72,071-88.5% | $68,368-87.9% | $137,256-94.0% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 10.78% | 353.14%-342.4pp | 292.57%-281.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $658 | $2,788-76.4% | $2,649-75.2% | $4,156-84.2% |
| Participant deferral / active EE | $571 | $4,410-87.0% | $4,123-86.1% | $6,407-91.1% |
| Admin fee / account holder | $3,480 | $5,336-34.8% | $5,150-32.4% | $12,270-71.6% |