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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 | $11,862 | $61,125-80.6% | $94,057-87.4% | $87,485-86.4% |
| Participation rate | 11.1% | 64.1%-53.0pp | 73.3%-62.2pp | 68.9%-57.8pp |
| Annual return | 11.04% | 35.20%-24.2pp | 480.62%-469.6pp | 26.06%-15.0pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $381 | $3,260-88.3% | $4,709-91.9% | $4,274-91.1% |
| Admin fee / account holder | $10,140 | $5,629+80.2% | $7,244+40.0% | $7,775+30.4% |