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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 | $1,319 | $29,319-95.5% | $52,425-97.5% | $82,448-98.4% |
| Participation rate | 30.6% | 46.9%-16.2pp | 55.6%-25.0pp | 68.1%-37.5pp |
| Annual return | 10.49% | 535.20%-524.7pp | 302.12%-291.6pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $110 | $1,171-90.6% | $1,790-93.9% | $4,139-97.3% |
| Admin fee / account holder | $360 | $1,962-81.7% | $2,495-85.6% | $7,234-95.0% |