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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 | $9,385 | $48,337-80.6% | $67,560-86.1% | $80,959-88.4% |
| Participation rate | 46.7% | 66.4%-19.8pp | 72.9%-26.3pp | 67.7%-21.0pp |
| Annual return | 9.68% | 18.26%-8.6pp | 3533.50%-3523.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $285 | $2,928-90.3% | $4,004-92.9% | $4,300-93.4% |
| Admin fee / account holder | $320 | $3,695-91.3% | $3,994-92.0% | $6,925-95.4% |