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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 | $12,383 | $76,407-83.8% | $150,298-91.8% | $82,448-85.0% |
| Participation rate | 14.7% | 66.4%-51.7pp | 77.8%-63.1pp | 68.1%-53.4pp |
| Annual return | 3.47% | 39.99%-36.5pp | 62.79%-59.3pp | 41.64%-38.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $212 | $3,214-93.4% | $5,453-96.1% | $4,139-94.9% |
| Admin fee / account holder | $853 | $6,352-86.6% | $14,116-94.0% | $7,234-88.2% |