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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 | $88,778-95.7% | $81,844-95.4% | $145,884-97.4% |
| Participation rate | 22.2% | 75.1%-52.8pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | -4.35% | 1033.03%-1037.4pp | 778.87%-783.2pp | 551.85%-556.2pp |
| Employer contribution / active EE | $426 | $3,087-86.2% | $2,916-85.4% | $4,662-90.9% |
| Participant deferral / active EE | $530 | $4,648-88.6% | $4,323-87.7% | $6,690-92.1% |
| Admin fee / account holder | $403 | $8,430-95.2% | $7,355-94.5% | $13,392-97.0% |