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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 | $9,952 | $76,407-87.0% | $150,298-93.4% | $82,448-87.9% |
| Participation rate | 8.2% | 66.4%-58.2pp | 77.8%-69.5pp | 68.1%-59.8pp |
| Annual return | 11.51% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $351 | $3,214-89.1% | $5,453-93.6% | $4,139-91.5% |
| Admin fee / account holder | $3,154 | $6,352-50.3% | $14,116-77.7% | $7,234-56.4% |