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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 | $1,133 | $69,118-98.4% | $53,647-97.9% | $138,895-99.2% |
| Participation rate | 33.3% | 64.0%-30.6pp | 56.3%-22.9pp | 79.9%-46.6pp |
| Annual return | 5.73% | 248.26%-242.5pp | 358.33%-352.6pp | 145.39%-139.7pp |
| Employer contribution / active EE | $74 | $1,189-93.8% | $962-92.3% | $4,194-98.2% |
| Participant deferral / active EE | $138 | $2,274-93.9% | $1,813-92.4% | $6,396-97.8% |
| Admin fee / account holder | $2,838 | $2,724+4.2% | $2,460+15.4% | $12,562-77.4% |