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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 | $7,749 | $55,889-86.1% | $76,119-89.8% | $80,935-90.4% |
| Participation rate | 22.9% | 62.1%-39.2pp | 69.1%-46.2pp | 67.7%-44.8pp |
| Annual return | 7.34% | 20.58%-13.2pp | 361.25%-353.9pp | 35.66%-28.3pp |
| Employer contribution / active EE | $1,287 | $1,866-31.0% | $2,693-52.2% | $2,757-53.3% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,103 | $5,241+111.8% | $6,421+72.9% | $6,924+60.3% |