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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 | $6,586 | $23,330-71.8% | $64,489-89.8% | $82,448-92.0% |
| Participation rate | 11.9% | 68.3%-56.4pp | 67.7%-55.8pp | 68.1%-56.2pp |
| Annual return | 12.81% | 83.66%-70.8pp | 55.03%-42.2pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $293 | $1,707-82.8% | $2,778-89.4% | $4,139-92.9% |
| Admin fee / account holder | $5,451 | $2,946+85.1% | $4,260+28.0% | $7,234-24.6% |