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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 | $14,896 | $77,638-80.8% | $156,551-90.5% | $62,881-76.3% |
| Participation rate | 8.6% | 71.2%-62.6pp | 84.0%-75.4pp | 69.3%-60.7pp |
| Annual return | 0.99% | 50.33%-49.3pp | 32.23%-31.2pp | 20.14%-19.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $52 | $3,046-98.3% | $4,871-98.9% | $3,203-98.4% |
| Admin fee / account holder | $9,414 | $5,561+69.3% | $13,028-27.7% | $4,296+119.1% |