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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 | $1,559 | $29,319-94.7% | $52,425-97.0% | $82,448-98.1% |
| Participation rate | 55.1% | 46.9%+8.2pp | 55.6%-0.5pp | 68.1%-13.0pp |
| Annual return | 4.59% | 535.20%-530.6pp | 302.12%-297.5pp | 41.64%-37.0pp |
| Employer contribution / active EE | $177 | $586-69.9% | $914-80.7% | $2,551-93.1% |
| Participant deferral / active EE | $225 | $1,171-80.8% | $1,790-87.5% | $4,139-94.6% |
| Admin fee / account holder | $1,463 | $1,962-25.4% | $2,495-41.4% | $7,234-79.8% |