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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 | $5,529 | $30,423-81.8% | $56,025-90.1% | $74,478-92.6% |
| Participation rate | 7.0% | 32.9%-25.9pp | 52.5%-45.5pp | 67.2%-60.2pp |
| Annual return | 3.50% | 24.97%-21.5pp | 1712.69%-1709.2pp | 1370.56%-1367.1pp |
| Employer contribution / active EE | $132 | $610-78.4% | $1,042-87.3% | $2,626-95.0% |
| Participant deferral / active EE | $188 | $1,176-84.0% | $1,955-90.4% | $4,350-95.7% |
| Admin fee / account holder | $1,701 | $2,363-28.0% | $2,828-39.9% | $1,946-12.6% |