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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 | $8,343 | $24,618-66.1% | $71,585-88.3% | $82,637-89.9% |
| Participation rate | 11.3% | 68.2%-56.9pp | 68.2%-56.9pp | 68.1%-56.8pp |
| Annual return | 7.26% | 93.17%-85.9pp | 59.26%-52.0pp | 53.51%-46.2pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $188 | $1,720-89.1% | $2,923-93.6% | $4,126-95.4% |
| Admin fee / account holder | $12,642 | $3,285+284.9% | $4,712+168.3% | $7,339+72.3% |