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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 | $4,795 | $29,716-83.9% | $56,077-91.4% | $80,925-94.1% |
| Participation rate | 22.6% | 41.7%-19.1pp | 52.5%-29.9pp | 67.7%-45.1pp |
| Annual return | 0.58% | 35.30%-34.7pp | 1709.28%-1708.7pp | 35.65%-35.1pp |
| Employer contribution / active EE | $113 | $671-83.1% | $1,040-89.1% | $2,756-95.9% |
| Participant deferral / active EE | $113 | $1,228-90.8% | $1,954-94.2% | $4,299-97.4% |
| Admin fee / account holder | $314 | $2,432-87.1% | $2,825-88.9% | $6,940-95.5% |