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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 | $11,076 | $76,522-85.5% | $56,033-80.2% | $145,884-92.4% |
| Participation rate | 9.1% | 63.2%-54.1pp | 52.5%-43.4pp | 80.3%-71.2pp |
| Annual return | 1.70% | 3014.28%-3012.6pp | 1711.38%-1709.7pp | 551.85%-550.1pp |
| Employer contribution / active EE | $54 | $1,382-96.1% | $1,041-94.8% | $4,662-98.8% |
| Participant deferral / active EE | $68 | $2,624-97.4% | $1,954-96.5% | $6,690-99.0% |
| Admin fee / account holder | $582 | $3,328-82.5% | $2,827-79.4% | $13,392-95.7% |