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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 | $7,589 | $36,948-79.5% | $73,658-89.7% | $87,485-91.3% |
| Participation rate | 6.7% | 46.8%-40.2pp | 57.0%-50.4pp | 68.9%-62.3pp |
| Annual return | -0.99% | 28.64%-29.6pp | 29.72%-30.7pp | 26.06%-27.1pp |
| Employer contribution / active EE | $62 | $670-90.7% | $1,032-94.0% | $2,596-97.6% |
| Participant deferral / active EE | $177 | $1,379-87.1% | $2,062-91.4% | $4,274-95.9% |
| Admin fee / account holder | $304 | $2,531-88.0% | $3,357-91.0% | $7,775-96.1% |