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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 | $3,428 | $67,823-94.9% | $52,425-93.5% | $137,256-97.5% |
| Participation rate | 62.5% | 63.9%-1.4pp | 55.6%+6.9pp | 80.0%-17.5pp |
| Annual return | 7.17% | 219.11%-211.9pp | 302.12%-295.0pp | 220.34%-213.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $177 | $2,288-92.3% | $1,790-90.1% | $6,407-97.2% |
| Admin fee / account holder | $1,078 | $2,844-62.1% | $2,495-56.8% | $12,270-91.2% |