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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 | $5,464 | $51,638-89.4% | $68,368-92.0% | $82,448-93.4% |
| Participation rate | 11.1% | 63.6%-52.5pp | 73.8%-62.6pp | 68.1%-57.0pp |
| Annual return | 12.44% | 37.53%-25.1pp | 292.57%-280.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $127 | $2,914-95.6% | $4,123-96.9% | $4,139-96.9% |
| Admin fee / account holder | $497 | $4,643-89.3% | $5,150-90.4% | $7,234-93.1% |