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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 | $9,044 | $57,119-84.2% | $85,187-89.4% | $80,935-88.8% |
| Participation rate | 8.1% | 56.4%-48.3pp | 67.5%-59.4pp | 67.7%-59.6pp |
| Annual return | 9.60% | 21.70%-12.1pp | 66.67%-57.1pp | 35.66%-26.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $373 | $3,115-88.0% | $4,525-91.8% | $4,299-91.3% |
| Admin fee / account holder | $3,512 | $4,990-29.6% | $6,162-43.0% | $6,924-49.3% |