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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 | $5,388 | $87,166-93.8% | $76,735-93.0% | $137,256-96.1% |
| Participation rate | 33.3% | 74.4%-41.0pp | 69.5%-36.2pp | 80.0%-46.6pp |
| Annual return | 6.26% | 26.50%-20.2pp | 29.77%-23.5pp | 220.34%-214.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $830 | $4,726-82.4% | $4,088-79.7% | $6,407-87.0% |
| Admin fee / account holder | $31,284 | $8,403+272.3% | $7,189+335.1% | $12,270+155.0% |