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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 | $8,836 | $55,930-84.2% | $76,089-88.4% | $80,925-89.1% |
| Participation rate | 30.8% | 62.1%-31.3pp | 69.1%-38.3pp | 67.7%-36.9pp |
| Annual return | 6.70% | 20.58%-13.9pp | 360.94%-354.2pp | 35.65%-29.0pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $424 | $3,051-86.1% | $4,259-90.0% | $4,299-90.1% |
| Admin fee / account holder | $7,042 | $5,241+34.4% | $6,418+9.7% | $6,940+1.5% |