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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 | $6,536 | $81,763-92.0% | $58,561-88.8% | $139,466-95.3% |
| Participation rate | 5.3% | 61.3%-56.1pp | 50.9%-45.6pp | 80.3%-75.1pp |
| Annual return | 2.25% | 7427.77%-7425.5pp | 4251.33%-4249.1pp | 373.66%-371.4pp |
| Employer contribution / active EE | $123 | $1,398-91.2% | $1,053-88.3% | $4,754-97.4% |
| Participant deferral / active EE | $163 | $2,555-93.6% | $1,923-91.5% | $6,712-97.6% |
| Admin fee / account holder | $1,653 | $3,273-49.5% | $2,520-34.4% | $11,409-85.5% |