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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 | $9,567 | $81,668-88.3% | $58,507-83.6% | $139,487-93.1% |
| Participation rate | 9.5% | 61.3%-51.8pp | 50.9%-41.3pp | 80.3%-70.8pp |
| Annual return | 5.99% | 7430.07%-7424.1pp | 4252.32%-4246.3pp | 373.84%-367.8pp |
| Employer contribution / active EE | $57 | $1,398-95.9% | $1,053-94.6% | $4,755-98.8% |
| Participant deferral / active EE | $71 | $2,554-97.2% | $1,922-96.3% | $6,713-98.9% |
| Admin fee / account holder | $554 | $3,212-82.8% | $2,486-77.7% | $11,407-95.1% |