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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 | $10,705 | $61,815-82.7% | $97,295-89.0% | $80,959-86.8% |
| Participation rate | 15.7% | 63.5%-47.8pp | 72.7%-56.9pp | 67.7%-52.0pp |
| Annual return | 6.87% | -558.73%+565.6pp | 75.62%-68.7pp | 35.67%-28.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $436 | $3,027-85.6% | $4,264-89.8% | $4,300-89.9% |
| Admin fee / account holder | $1,583 | $5,166-69.4% | $5,646-72.0% | $6,925-77.1% |