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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 | $9,387 | $36,948-74.6% | $73,658-87.3% | $87,485-89.3% |
| Participation rate | 8.9% | 46.8%-38.0pp | 57.0%-48.2pp | 68.9%-60.1pp |
| Annual return | -13.24% | 28.64%-41.9pp | 29.72%-43.0pp | 26.06%-39.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $153 | $1,379-88.9% | $2,062-92.6% | $4,274-96.4% |
| Admin fee / account holder | $2,783 | $2,531+10.0% | $3,357-17.1% | $7,775-64.2% |