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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 | $24,618-73.2% | $71,585-90.8% | $82,637-92.0% |
| Participation rate | 11.9% | 68.2%-56.3pp | 68.2%-56.3pp | 68.1%-56.1pp |
| Annual return | 12.81% | 93.17%-80.4pp | 59.26%-46.4pp | 53.51%-40.7pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $293 | $1,720-82.9% | $2,923-90.0% | $4,126-92.9% |
| Admin fee / account holder | $5,451 | $3,285+66.0% | $4,712+15.7% | $7,339-25.7% |