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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 | $8,922 | $49,897-82.1% | $80,648-88.9% | $75,177-88.1% |
| Participation rate | 58.7% | 55.3%+3.4pp | 67.0%-8.3pp | 67.2%-8.5pp |
| Annual return | 1.88% | 34.68%-32.8pp | 937.21%-935.3pp | 160.75%-158.9pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $280 | $2,992-90.6% | $4,443-93.7% | $4,126-93.2% |
| Admin fee / account holder | $2,408 | $3,579-32.7% | $5,382-55.3% | $5,651-57.4% |