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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 | $14,106 | $51,638-72.7% | $68,368-79.4% | $82,448-82.9% |
| Participation rate | 7.1% | 63.6%-56.5pp | 73.8%-66.6pp | 68.1%-60.9pp |
| Annual return | 9.59% | 37.53%-27.9pp | 292.57%-283.0pp | 41.64%-32.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $261 | $2,914-91.0% | $4,123-93.7% | $4,139-93.7% |
| Admin fee / account holder | $644 | $4,643-86.1% | $5,150-87.5% | $7,234-91.1% |