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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 | $10,539 | $81,331-87.0% | $155,534-93.2% | $80,935-87.0% |
| Participation rate | 12.5% | 66.3%-53.8pp | 78.2%-65.7pp | 67.7%-55.2pp |
| Annual return | 8.63% | 33.37%-24.7pp | 64.92%-56.3pp | 35.66%-27.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $485 | $3,454-86.0% | $5,630-91.4% | $4,299-88.7% |
| Admin fee / account holder | $943 | $7,999-88.2% | $15,900-94.1% | $6,924-86.4% |