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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 | $3,443 | $88,778-96.1% | $81,844-95.8% | $145,884-97.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 3.53% | 1033.03%-1029.5pp | 778.87%-775.3pp | 551.85%-548.3pp |
| Employer contribution / active EE | $427 | $3,087-86.2% | $2,916-85.4% | $4,662-90.8% |
| Participant deferral / active EE | $486 | $4,648-89.5% | $4,323-88.8% | $6,690-92.7% |
| Admin fee / account holder | $4,013 | $8,430-52.4% | $7,355-45.4% | $13,392-70.0% |