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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 | $7,076 | $25,014-71.7% | $69,623-89.8% | $80,935-91.3% |
| Participation rate | 8.3% | 64.2%-55.9pp | 66.4%-58.1pp | 67.7%-59.3pp |
| Annual return | 8.42% | 19.08%-10.7pp | 101.23%-92.8pp | 35.66%-27.2pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $416 | $1,840-77.4% | $2,890-85.6% | $4,299-90.3% |
| Admin fee / account holder | $6,982 | $2,491+180.3% | $4,696+48.7% | $6,924+0.8% |