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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 | $5,840 | $70,121-91.7% | $63,803-90.8% | $138,895-95.8% |
| Participation rate | 42.9% | 77.2%-34.4pp | 72.7%-29.8pp | 79.9%-37.1pp |
| Annual return | 0.81% | 946.48%-945.7pp | 543.72%-542.9pp | 145.39%-144.6pp |
| Employer contribution / active EE | $518 | $2,882-82.0% | $2,532-79.6% | $4,194-87.7% |
| Participant deferral / active EE | $660 | $4,535-85.4% | $3,843-82.8% | $6,396-89.7% |
| Admin fee / account holder | $817 | $6,738-87.9% | $5,196-84.3% | $12,562-93.5% |