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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 | $4,454 | $29,319-84.8% | $52,425-91.5% | $82,448-94.6% |
| Participation rate | 26.4% | 46.9%-20.4pp | 55.6%-29.2pp | 68.1%-41.6pp |
| Annual return | 14.16% | 535.20%-521.0pp | 302.12%-288.0pp | 41.64%-27.5pp |
| Employer contribution / active EE | $114 | $586-80.6% | $914-87.6% | $2,551-95.5% |
| Participant deferral / active EE | $149 | $1,171-87.3% | $1,790-91.7% | $4,139-96.4% |
| Admin fee / account holder | $4,340 | $1,962+121.2% | $2,495+73.9% | $7,234-40.0% |