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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 | $3,477 | $29,736-88.3% | $56,033-93.8% | $80,935-95.7% |
| Participation rate | 46.5% | 41.7%+4.8pp | 52.5%-6.0pp | 67.7%-21.1pp |
| Annual return | 9.62% | 35.28%-25.7pp | 1711.38%-1701.8pp | 35.66%-26.0pp |
| Employer contribution / active EE | $139 | $671-79.3% | $1,041-86.6% | $2,757-95.0% |
| Participant deferral / active EE | $176 | $1,228-85.7% | $1,954-91.0% | $4,299-95.9% |
| Admin fee / account holder | $2,489 | $2,434+2.3% | $2,827-12.0% | $6,924-64.1% |