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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 | $12,632 | $81,358-84.5% | $155,556-91.9% | $80,959-84.4% |
| Participation rate | 2.6% | 66.3%-63.7pp | 78.2%-75.7pp | 67.7%-65.1pp |
| Annual return | 10.19% | 33.39%-23.2pp | 64.84%-54.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $71 | $3,455-97.9% | $5,631-98.7% | $4,300-98.3% |
| Admin fee / account holder | $717 | $7,994-91.0% | $15,885-95.5% | $6,925-89.7% |