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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 | $2,277 | $28,624-92.0% | $53,647-95.8% | $82,637-97.2% |
| Participation rate | 26.9% | 47.3%-20.3pp | 56.3%-29.4pp | 68.1%-41.1pp |
| Annual return | 14.39% | 664.98%-650.6pp | 358.33%-343.9pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $221 | $1,196-81.5% | $1,813-87.8% | $4,126-94.6% |
| Admin fee / account holder | $1,484 | $2,022-26.6% | $2,460-39.7% | $7,339-79.8% |