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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 | $3,145 | $36,948-91.5% | $73,658-95.7% | $87,485-96.4% |
| Participation rate | 31.9% | 46.8%-14.9pp | 57.0%-25.1pp | 68.9%-37.0pp |
| Annual return | 8.04% | 28.64%-20.6pp | 29.72%-21.7pp | 26.06%-18.0pp |
| Employer contribution / active EE | $179 | $670-73.3% | $1,032-82.7% | $2,596-93.1% |
| Participant deferral / active EE | $275 | $1,379-80.1% | $2,062-86.7% | $4,274-93.6% |
| Admin fee / account holder | $1,202 | $2,531-52.5% | $3,357-64.2% | $7,775-84.5% |