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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 | $10,833 | $49,897-78.3% | $80,648-86.6% | $75,177-85.6% |
| Participation rate | 6.3% | 55.3%-49.0pp | 67.0%-60.7pp | 67.2%-60.9pp |
| Annual return | 3.71% | 34.68%-31.0pp | 937.21%-933.5pp | 160.75%-157.0pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $85 | $2,992-97.1% | $4,443-98.1% | $4,126-97.9% |
| Admin fee / account holder | $7,171 | $3,579+100.4% | $5,382+33.2% | $5,651+26.9% |