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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 | $11,708 | $100,279-88.3% | $81,353-85.6% | $145,884-92.0% |
| Participation rate | 20.0% | 74.3%-54.3pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | 5.64% | 34.49%-28.8pp | 24.82%-19.2pp | 551.85%-546.2pp |
| Employer contribution / active EE | $532 | $2,979-82.1% | $2,464-78.4% | $4,662-88.6% |
| Participant deferral / active EE | $578 | $4,611-87.5% | $3,885-85.1% | $6,690-91.4% |
| Admin fee / account holder | $12,234 | $8,206+49.1% | $5,766+112.2% | $13,392-8.6% |