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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 | $8,905 | $29,667-70.0% | $56,441-84.2% | $80,874-89.0% |
| Participation rate | 9.8% | 41.7%-31.8pp | 52.5%-42.7pp | 67.6%-57.8pp |
| Annual return | 5.94% | 35.22%-29.3pp | 1704.21%-1698.3pp | 35.62%-29.7pp |
| Employer contribution / active EE | $126 | $669-81.2% | $1,039-87.9% | $2,756-95.4% |
| Participant deferral / active EE | $166 | $1,227-86.5% | $1,953-91.5% | $4,297-96.1% |
| Admin fee / account holder | $3,309 | $2,429+36.2% | $2,829+16.9% | $6,935-52.3% |