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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 | $12,892 | $58,275-77.9% | $81,844-84.2% | $80,935-84.1% |
| Participation rate | 10.4% | 63.5%-53.0pp | 72.4%-62.0pp | 67.7%-57.2pp |
| Annual return | 10.03% | 41.82%-31.8pp | 778.87%-768.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $390 | $3,285-88.1% | $4,323-91.0% | $4,299-90.9% |
| Admin fee / account holder | $9,624 | $4,749+102.7% | $7,355+30.8% | $6,924+39.0% |