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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 | $1,951 | $76,522-97.5% | $56,033-96.5% | $145,884-98.7% |
| Participation rate | 18.8% | 63.2%-44.5pp | 52.5%-33.7pp | 80.3%-61.6pp |
| Annual return | 0.91% | 3014.28%-3013.4pp | 1711.38%-1710.5pp | 551.85%-550.9pp |
| Employer contribution / active EE | $131 | $1,382-90.5% | $1,041-87.4% | $4,662-97.2% |
| Participant deferral / active EE | $211 | $2,624-91.9% | $1,954-89.2% | $6,690-96.8% |
| Admin fee / account holder | $956 | $3,328-71.3% | $2,827-66.2% | $13,392-92.9% |