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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 | $29,733-83.9% | $56,025-91.4% | $80,959-94.1% |
| Participation rate | 22.6% | 41.7%-19.1pp | 52.5%-29.9pp | 67.7%-45.1pp |
| Annual return | 0.58% | 35.28%-34.7pp | 1712.69%-1712.1pp | 35.67%-35.1pp |
| Employer contribution / active EE | $113 | $672-83.1% | $1,042-89.1% | $2,757-95.9% |
| Participant deferral / active EE | $113 | $1,229-90.8% | $1,955-94.2% | $4,300-97.4% |
| Admin fee / account holder | $314 | $2,434-87.1% | $2,828-88.9% | $6,925-95.5% |