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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 | $4,999 | $101,618-95.1% | $93,063-94.6% | $137,256-96.4% |
| Participation rate | 23.5% | 74.9%-51.4pp | 72.1%-48.6pp | 80.0%-56.4pp |
| Annual return | 4.00% | 223.95%-219.9pp | 34.15%-30.2pp | 220.34%-216.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $257 | $4,279-94.0% | $3,958-93.5% | $6,407-96.0% |
| Admin fee / account holder | $518 | $6,198-91.6% | $6,033-91.4% | $12,270-95.8% |