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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 | $1,153 | $67,823-98.3% | $52,425-97.8% | $137,256-99.2% |
| Participation rate | 29.4% | 63.9%-34.5pp | 55.6%-26.2pp | 80.0%-50.5pp |
| Annual return | -1.91% | 219.11%-221.0pp | 302.12%-304.0pp | 220.34%-222.3pp |
| Employer contribution / active EE | $131 | $1,163-88.8% | $914-85.7% | $4,156-96.9% |
| Participant deferral / active EE | $140 | $2,288-93.9% | $1,790-92.2% | $6,407-97.8% |
| Admin fee / account holder | $387 | $2,844-86.4% | $2,495-84.5% | $12,270-96.8% |