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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 | $15,329 | $97,078-84.2% | $103,065-85.1% | $145,897-89.5% |
| Participation rate | 10.5% | 81.1%-70.6pp | 80.6%-70.0pp | 80.3%-69.8pp |
| Annual return | 7.30% | 25.49%-18.2pp | 23.95%-16.7pp | 552.29%-545.0pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $151 | $6,601-97.7% | $6,625-97.7% | $6,689-97.7% |
| Admin fee / account holder | $3,149 | $12,505-74.8% | $9,349-66.3% | $13,390-76.5% |