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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 | $3,780 | $88,754-95.7% | $81,820-95.4% | $145,877-97.4% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | -4.35% | 1031.77%-1036.1pp | 777.93%-782.3pp | 551.28%-555.6pp |
| Employer contribution / active EE | $426 | $3,085-86.2% | $2,915-85.4% | $4,663-90.9% |
| Participant deferral / active EE | $530 | $4,648-88.6% | $4,323-87.7% | $6,691-92.1% |
| Admin fee / account holder | $403 | $8,424-95.2% | $7,391-94.5% | $13,402-97.0% |