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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 | $69,118-98.3% | $53,647-97.9% | $138,895-99.2% |
| Participation rate | 29.4% | 64.0%-34.6pp | 56.3%-26.9pp | 79.9%-50.5pp |
| Annual return | -1.91% | 248.26%-250.2pp | 358.33%-360.2pp | 145.39%-147.3pp |
| Employer contribution / active EE | $131 | $1,189-89.0% | $962-86.4% | $4,194-96.9% |
| Participant deferral / active EE | $140 | $2,274-93.9% | $1,813-92.3% | $6,396-97.8% |
| Admin fee / account holder | $387 | $2,724-85.8% | $2,460-84.3% | $12,562-96.9% |