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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 | $12,500 | $47,479-73.7% | $62,929-80.1% | $82,448-84.8% |
| Participation rate | 14.0% | 66.9%-52.9pp | 73.1%-59.2pp | 68.1%-54.1pp |
| Annual return | 11.10% | 20.34%-9.2pp | 1063.93%-1052.8pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $346 | $2,870-87.9% | $3,888-91.1% | $4,139-91.6% |
| Admin fee / account holder | $2,192 | $3,804-42.4% | $5,065-56.7% | $7,234-69.7% |