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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 | $102,938-95.1% | $94,105-94.7% | $138,895-96.4% |
| Participation rate | 23.5% | 74.6%-51.1pp | 71.9%-48.4pp | 79.9%-56.4pp |
| Annual return | 4.00% | 250.28%-246.3pp | 204.55%-200.6pp | 145.39%-141.4pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $257 | $4,196-93.9% | $3,881-93.4% | $6,396-96.0% |
| Admin fee / account holder | $518 | $6,600-92.2% | $6,199-91.6% | $12,562-95.9% |