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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 | $8,323 | $94,783-91.2% | $72,080-88.5% | $147,586-94.4% |
| Participation rate | 33.3% | 78.0%-44.7pp | 61.0%-27.7pp | 82.8%-49.5pp |
| Annual return | 0.00% | 34.14%-34.1pp | 33.09%-33.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,190 | $3,637-67.3% | $2,666-55.3% | $4,876-75.6% |
| Participant deferral / active EE | $329 | $6,183-94.7% | $4,691-93.0% | $5,439-93.9% |
| Admin fee / account holder | $2,235 | $984+127.1% | $977+128.7% | $10,886-79.5% |