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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 | $9,447 | $48,337-80.5% | $67,560-86.0% | $80,959-88.3% |
| Participation rate | 7.7% | 66.4%-58.7pp | 72.9%-65.2pp | 67.7%-60.0pp |
| Annual return | 9.94% | 18.26%-8.3pp | 3533.50%-3523.6pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $202 | $2,928-93.1% | $4,004-95.0% | $4,300-95.3% |
| Admin fee / account holder | $1,306 | $3,695-64.7% | $3,994-67.3% | $6,925-81.1% |