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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 | $1,283 | $28,624-95.5% | $53,647-97.6% | $82,637-98.4% |
| Participation rate | 23.1% | 47.3%-24.2pp | 56.3%-33.2pp | 68.1%-45.0pp |
| Annual return | 2.75% | 664.98%-662.2pp | 358.33%-355.6pp | 53.51%-50.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $98 | $1,196-91.8% | $1,813-94.6% | $4,126-97.6% |
| Admin fee / account holder | $1,074 | $2,022-46.9% | $2,460-56.3% | $7,339-85.4% |