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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 | $2,839 | $72,071-96.1% | $68,368-95.8% | $137,256-97.9% |
| Participation rate | 5.3% | 76.2%-71.0pp | 73.8%-68.5pp | 80.0%-74.7pp |
| Annual return | -5.18% | 353.14%-358.3pp | 292.57%-297.8pp | 220.34%-225.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $55 | $4,410-98.7% | $4,123-98.7% | $6,407-99.1% |
| Admin fee / account holder | $9,188 | $5,336+72.2% | $5,150+78.4% | $12,270-25.1% |