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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 | $36,844-79.7% | $83,854-91.1% | $65,306-88.5% |
| Participation rate | 0.5% | 29.2%-28.7pp | 59.1%-58.6pp | 57.7%-57.1pp |
| Annual return | 10.49% | 22.28%-11.8pp | 31.39%-20.9pp | 21.94%-11.4pp |
| Employer contribution / active EE | $0 | $415-100.0% | $1,017-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3 | $1,040-99.8% | $2,035-99.9% | $2,959-99.9% |
| Admin fee / account holder | $2,393 | $2,546-6.0% | $3,197-25.2% | $3,480-31.2% |