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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 | $7,909 | $29,736-73.4% | $56,033-85.9% | $80,935-90.2% |
| Participation rate | 8.3% | 41.7%-33.4pp | 52.5%-44.2pp | 67.7%-59.3pp |
| Annual return | -2.76% | 35.28%-38.0pp | 1711.38%-1714.1pp | 35.66%-38.4pp |
| Employer contribution / active EE | $136 | $671-79.8% | $1,041-87.0% | $2,757-95.1% |
| Participant deferral / active EE | $208 | $1,228-83.1% | $1,954-89.4% | $4,299-95.2% |
| Admin fee / account holder | $412 | $2,434-83.1% | $2,827-85.4% | $6,924-94.1% |