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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 | $8,813 | $58,234-84.9% | $81,783-89.2% | $80,874-89.1% |
| Participation rate | 27.5% | 63.4%-35.9pp | 72.4%-44.9pp | 67.6%-40.1pp |
| Annual return | 4.69% | 41.70%-37.0pp | 775.05%-770.4pp | 35.62%-30.9pp |
| Employer contribution / active EE | $503 | $2,341-78.5% | $2,913-82.7% | $2,756-81.8% |
| Participant deferral / active EE | $529 | $3,283-83.9% | $4,320-87.7% | $4,297-87.7% |
| Admin fee / account holder | $523 | $4,982-89.5% | $7,380-92.9% | $6,935-92.5% |