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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 | $11,910 | $48,314-75.3% | $67,561-82.4% | $80,925-85.3% |
| Participation rate | 30.8% | 66.4%-35.6pp | 72.9%-42.1pp | 67.7%-36.9pp |
| Annual return | 4.06% | 18.28%-14.2pp | 3525.44%-3521.4pp | 35.65%-31.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $291 | $2,927-90.1% | $4,003-92.7% | $4,299-93.2% |
| Admin fee / account holder | $527 | $3,690-85.7% | $4,006-86.8% | $6,940-92.4% |