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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 | $3,446 | $88,754-96.1% | $81,820-95.8% | $145,877-97.6% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 2.61% | 1031.77%-1029.2pp | 777.93%-775.3pp | 551.28%-548.7pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $520 | $4,648-88.8% | $4,323-88.0% | $6,691-92.2% |
| Admin fee / account holder | $4,471 | $8,424-46.9% | $7,391-39.5% | $13,402-66.6% |