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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 | $12,039 | $103,008-88.3% | $90,304-86.7% | $152,897-92.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 8.23% | 95.22%-87.0pp | 78.13%-69.9pp | 345.43%-337.2pp |
| Employer contribution / active EE | $548 | $3,139-82.5% | $2,855-80.8% | $4,764-88.5% |
| Participant deferral / active EE | $650 | $4,281-84.8% | $3,885-83.3% | $5,851-88.9% |
| Admin fee / account holder | $4,755 | $6,175-23.0% | $5,354-11.2% | $11,599-59.0% |