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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 | $8,234 | $38,967-78.9% | $86,233-90.5% | $79,634-89.7% |
| Participation rate | 6.8% | 34.1%-27.3pp | 69.0%-62.3pp | 62.5%-55.7pp |
| Annual return | 8.70% | 49.90%-41.2pp | 61.39%-52.7pp | 36.46%-27.8pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $155 | $1,663-90.7% | $4,559-96.6% | $3,835-96.0% |
| Admin fee / account holder | $3,903 | $2,660+46.7% | $8,342-53.2% | $1,002+289.6% |