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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 | $2,010 | $76,522-97.4% | $56,033-96.4% | $145,884-98.6% |
| Participation rate | 11.8% | 63.2%-51.5pp | 52.5%-40.7pp | 80.3%-68.5pp |
| Annual return | 3.93% | 3014.28%-3010.4pp | 1711.38%-1707.4pp | 551.85%-547.9pp |
| Employer contribution / active EE | $74 | $1,382-94.6% | $1,041-92.9% | $4,662-98.4% |
| Participant deferral / active EE | $176 | $2,624-93.3% | $1,954-91.0% | $6,690-97.4% |
| Admin fee / account holder | $4,283 | $3,328+28.7% | $2,827+51.5% | $13,392-68.0% |