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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 | $3,596 | $70,366-94.9% | $66,674-94.6% | $138,895-97.4% |
| Participation rate | 53.8% | 76.2%-22.3pp | 73.7%-19.8pp | 79.9%-26.1pp |
| Annual return | 10.72% | 386.41%-375.7pp | 321.24%-310.5pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $529 | $4,374-87.9% | $4,084-87.1% | $6,396-91.7% |
| Admin fee / account holder | $1,065 | $5,262-79.8% | $5,098-79.1% | $12,562-91.5% |