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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 | $9,743 | $77,920-87.5% | $149,723-93.5% | $75,177-87.0% |
| Participation rate | 45.9% | 65.6%-19.7pp | 78.8%-32.9pp | 67.2%-21.3pp |
| Annual return | 8.30% | 31.72%-23.4pp | 134.50%-126.2pp | 160.75%-152.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $563 | $3,411-83.5% | $5,682-90.1% | $4,126-86.4% |
| Admin fee / account holder | $1,916 | $5,951-67.8% | $13,215-85.5% | $5,651-66.1% |