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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 | $78,690-84.3% | $161,489-92.3% | $87,485-85.8% |
| Participation rate | 14.7% | 67.5%-52.8pp | 78.7%-64.0pp | 68.9%-54.2pp |
| Annual return | 3.47% | 32.74%-29.3pp | 89.72%-86.2pp | 26.06%-22.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $212 | $3,311-93.6% | $5,630-96.2% | $4,274-95.0% |
| Admin fee / account holder | $853 | $6,724-87.3% | $16,006-94.7% | $7,775-89.0% |