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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 | $7,871 | $76,407-89.7% | $150,298-94.8% | $82,448-90.5% |
| Participation rate | 13.1% | 66.4%-53.3pp | 77.8%-64.7pp | 68.1%-55.0pp |
| Annual return | 9.91% | 39.99%-30.1pp | 62.79%-52.9pp | 41.64%-31.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $389 | $3,214-87.9% | $5,453-92.9% | $4,139-90.6% |
| Admin fee / account holder | $2,889 | $6,352-54.5% | $14,116-79.5% | $7,234-60.1% |