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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 | $7,482 | $36,140-79.3% | $73,658-89.8% | $64,340-88.4% |
| Participation rate | 0.5% | 31.0%-30.5pp | 57.0%-56.5pp | 55.2%-54.7pp |
| Annual return | 10.49% | 21.48%-11.0pp | 29.72%-19.2pp | 24.14%-13.7pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3 | $1,023-99.7% | $2,062-99.9% | $2,980-99.9% |
| Admin fee / account holder | $2,393 | $2,513-4.8% | $3,357-28.7% | $3,703-35.4% |