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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 | $10,959 | $47,479-76.9% | $62,929-82.6% | $82,448-86.7% |
| Participation rate | 40.6% | 66.9%-26.2pp | 73.1%-32.5pp | 68.1%-27.4pp |
| Annual return | 9.90% | 20.34%-10.4pp | 1063.93%-1054.0pp | 41.64%-31.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $320 | $2,870-88.8% | $3,888-91.8% | $4,139-92.3% |
| Admin fee / account holder | $706 | $3,804-81.4% | $5,065-86.1% | $7,234-90.2% |