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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 | $58,311-84.9% | $81,882-89.2% | $80,959-89.1% |
| Participation rate | 27.5% | 63.5%-36.0pp | 72.4%-44.9pp | 67.7%-40.2pp |
| Annual return | 4.69% | 41.85%-37.2pp | 779.47%-774.8pp | 35.67%-31.0pp |
| Employer contribution / active EE | $503 | $2,347-78.6% | $2,916-82.8% | $2,757-81.8% |
| Participant deferral / active EE | $529 | $3,287-83.9% | $4,323-87.8% | $4,300-87.7% |
| Admin fee / account holder | $523 | $4,752-89.0% | $7,360-92.9% | $6,925-92.5% |