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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 | $7,170 | $72,465-90.1% | $67,575-89.4% | $145,884-95.1% |
| Participation rate | 8.3% | 76.9%-68.5pp | 72.9%-64.6pp | 80.3%-72.0pp |
| Annual return | 2.11% | 7222.56%-7220.4pp | 3528.98%-3526.9pp | 551.85%-549.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $319 | $4,786-93.3% | $4,003-92.0% | $6,690-95.2% |
| Admin fee / account holder | $673 | $5,515-87.8% | $3,993-83.2% | $13,392-95.0% |