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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 | $4,903 | $29,736-83.5% | $56,033-91.2% | $80,935-93.9% |
| Participation rate | 3.4% | 41.7%-38.3pp | 52.5%-49.0pp | 67.7%-64.2pp |
| Annual return | 4.98% | 35.28%-30.3pp | 1711.38%-1706.4pp | 35.66%-30.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $77 | $1,228-93.8% | $1,954-96.1% | $4,299-98.2% |
| Admin fee / account holder | $470 | $2,434-80.7% | $2,827-83.4% | $6,924-93.2% |