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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 | $5,899 | $110,039-94.6% | $97,260-93.9% | $145,884-96.0% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 1.62% | 244.44%-242.8pp | 75.54%-73.9pp | 551.85%-550.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $388 | $4,674-91.7% | $4,262-90.9% | $6,690-94.2% |
| Admin fee / account holder | $1,133 | $6,204-81.7% | $5,640-79.9% | $13,392-91.5% |