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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 | $7,341 | $57,590-87.3% | $86,233-91.5% | $82,448-91.1% |
| Participation rate | 12.5% | 57.9%-45.4pp | 69.0%-56.5pp | 68.1%-55.6pp |
| Annual return | 8.07% | 22.41%-14.3pp | 61.39%-53.3pp | 41.64%-33.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $287 | $3,080-90.7% | $4,559-93.7% | $4,139-93.1% |
| Admin fee / account holder | $3,887 | $4,730-17.8% | $8,342-53.4% | $7,234-46.3% |