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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 | $30,385-81.8% | $56,054-90.1% | $74,400-92.6% |
| Participation rate | 7.0% | 32.9%-25.9pp | 52.5%-45.5pp | 67.2%-60.2pp |
| Annual return | 3.50% | 24.92%-21.4pp | 1705.95%-1702.4pp | 1367.51%-1364.0pp |
| Employer contribution / active EE | $132 | $609-78.3% | $1,039-87.3% | $2,624-95.0% |
| Participant deferral / active EE | $188 | $1,174-84.0% | $1,952-90.4% | $4,348-95.7% |
| Admin fee / account holder | $1,701 | $2,361-28.0% | $2,822-39.7% | $1,944-12.5% |