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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 | $1,690 | $67,823-97.5% | $52,425-96.8% | $137,256-98.8% |
| Participation rate | 7.1% | 63.9%-56.8pp | 55.6%-48.5pp | 80.0%-72.8pp |
| Annual return | 5.65% | 219.11%-213.5pp | 302.12%-296.5pp | 220.34%-214.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $63 | $2,288-97.2% | $1,790-96.5% | $6,407-99.0% |
| Admin fee / account holder | $2,313 | $2,844-18.7% | $2,495-7.3% | $12,270-81.1% |