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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 | $6,858 | $100,073-93.1% | $85,126-91.9% | $145,877-95.3% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 7.92% | 84.11%-76.2pp | 66.63%-58.7pp | 551.28%-543.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $724 | $5,294-86.3% | $4,523-84.0% | $6,691-89.2% |
| Admin fee / account holder | $10,245 | $7,261+41.1% | $6,160+66.3% | $13,402-23.6% |