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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 | $8,251 | $88,754-90.7% | $81,820-89.9% | $145,877-94.3% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 7.30% | 1031.77%-1024.5pp | 777.93%-770.6pp | 551.28%-544.0pp |
| Employer contribution / active EE | $513 | $3,085-83.4% | $2,915-82.4% | $4,663-89.0% |
| Participant deferral / active EE | $513 | $4,648-89.0% | $4,323-88.1% | $6,691-92.3% |
| Admin fee / account holder | $7,599 | $8,424-9.8% | $7,391+2.8% | $13,402-43.3% |