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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 | $8,276 | $57,140-85.5% | $85,240-90.3% | $80,959-89.8% |
| Participation rate | 13.0% | 56.4%-43.4pp | 67.5%-54.6pp | 67.7%-54.7pp |
| Annual return | 5.06% | 21.71%-16.6pp | 66.75%-61.7pp | 35.67%-30.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $221 | $3,115-92.9% | $4,527-95.1% | $4,300-94.9% |
| Admin fee / account holder | $2,882 | $4,992-42.3% | $6,165-53.2% | $6,925-58.4% |