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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 | $7,125 | $76,608-90.7% | $56,077-87.3% | $145,877-95.1% |
| Participation rate | 8.3% | 63.2%-54.9pp | 52.5%-44.2pp | 80.3%-72.0pp |
| Annual return | -0.41% | 3009.59%-3010.0pp | 1709.28%-1709.7pp | 551.28%-551.7pp |
| Employer contribution / active EE | $138 | $1,382-90.0% | $1,040-86.7% | $4,663-97.0% |
| Participant deferral / active EE | $184 | $2,624-93.0% | $1,954-90.6% | $6,691-97.2% |
| Admin fee / account holder | $376 | $3,325-88.7% | $2,825-86.7% | $13,402-97.2% |