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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 | $7,548 | $16,790-55.0% | $64,489-88.3% | $67,986-88.9% |
| Participation rate | 0.7% | 62.4%-61.7pp | 67.7%-67.0pp | 57.2%-56.5pp |
| Annual return | 13.54% | 30.55%-17.0pp | 55.03%-41.5pp | 31.67%-18.1pp |
| Employer contribution / active EE | $0 | $648-100.0% | $1,523-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $30 | $1,510-98.0% | $2,778-98.9% | $3,358-99.1% |
| Admin fee / account holder | $2,715 | $1,690+60.7% | $4,260-36.3% | $3,203-15.2% |