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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 | $30,421-81.8% | $56,077-90.1% | $74,429-92.6% |
| Participation rate | 7.0% | 32.9%-25.9pp | 52.5%-45.5pp | 67.2%-60.2pp |
| Annual return | 3.50% | 24.94%-21.4pp | 1709.28%-1705.8pp | 1368.38%-1364.9pp |
| Employer contribution / active EE | $132 | $610-78.3% | $1,040-87.3% | $2,625-95.0% |
| Participant deferral / active EE | $188 | $1,175-84.0% | $1,954-90.4% | $4,348-95.7% |
| Admin fee / account holder | $1,701 | $2,363-28.0% | $2,825-39.8% | $1,944-12.5% |