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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 | $9,317 | $29,733-68.7% | $56,025-83.4% | $80,959-88.5% |
| Participation rate | 8.9% | 41.7%-32.8pp | 52.5%-43.6pp | 67.7%-58.7pp |
| Annual return | 8.53% | 35.28%-26.8pp | 1712.69%-1704.2pp | 35.67%-27.1pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $215 | $1,229-82.5% | $1,955-89.0% | $4,300-95.0% |
| Admin fee / account holder | $1,401 | $2,434-42.4% | $2,828-50.5% | $6,925-79.8% |