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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 | $70,366-88.8% | $66,674-88.1% | $138,895-94.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 0.80% | 386.41%-385.6pp | 321.24%-320.4pp | 145.39%-144.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $416 | $4,374-90.5% | $4,084-89.8% | $6,396-93.5% |
| Admin fee / account holder | $3,689 | $5,262-29.9% | $5,098-27.6% | $12,562-70.6% |