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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 | $9,080 | $58,311-84.4% | $81,882-88.9% | $80,959-88.8% |
| Participation rate | 21.1% | 63.5%-42.4pp | 72.4%-51.3pp | 67.7%-46.6pp |
| Annual return | -6.20% | 41.85%-48.1pp | 779.47%-785.7pp | 35.67%-41.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $707 | $3,287-78.5% | $4,323-83.6% | $4,300-83.6% |
| Admin fee / account holder | $5,882 | $4,752+23.8% | $7,360-20.1% | $6,925-15.1% |