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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 | $7,763 | $68,097-88.6% | $62,929-87.7% | $137,256-94.3% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 5.35% | 1859.11%-1853.8pp | 1063.93%-1058.6pp | 220.34%-215.0pp |
| Employer contribution / active EE | $729 | $2,811-74.1% | $2,505-70.9% | $4,156-82.5% |
| Participant deferral / active EE | $729 | $4,553-84.0% | $3,888-81.3% | $6,407-88.6% |
| Admin fee / account holder | $17,663 | $6,521+170.8% | $5,065+248.8% | $12,270+44.0% |