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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 | $9,642 | $58,258-83.4% | $81,820-88.2% | $80,925-88.1% |
| Participation rate | 30.0% | 63.5%-33.5pp | 72.4%-42.4pp | 67.7%-37.7pp |
| Annual return | 6.81% | 41.76%-34.9pp | 777.93%-771.1pp | 35.65%-28.8pp |
| Employer contribution / active EE | $365 | $2,345-84.4% | $2,915-87.5% | $2,756-86.7% |
| Participant deferral / active EE | $665 | $3,284-79.8% | $4,323-84.6% | $4,299-84.5% |
| Admin fee / account holder | $1,151 | $4,976-76.9% | $7,391-84.4% | $6,940-83.4% |