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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 | $7,914 | $72,071-89.0% | $68,368-88.4% | $137,256-94.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 0.80% | 353.14%-352.3pp | 292.57%-291.8pp | 220.34%-219.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $416 | $4,410-90.6% | $4,123-89.9% | $6,407-93.5% |
| Admin fee / account holder | $3,689 | $5,336-30.9% | $5,150-28.4% | $12,270-69.9% |