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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 | $8,445 | $58,275-85.5% | $81,844-89.7% | $80,935-89.6% |
| Participation rate | 16.0% | 63.5%-47.5pp | 72.4%-56.4pp | 67.7%-51.7pp |
| Annual return | 5.91% | 41.82%-35.9pp | 778.87%-773.0pp | 35.66%-29.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $319 | $3,285-90.3% | $4,323-92.6% | $4,299-92.6% |
| Admin fee / account holder | $985 | $4,749-79.3% | $7,355-86.6% | $6,924-85.8% |