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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 | $1,140 | $69,118-98.4% | $53,647-97.9% | $138,895-99.2% |
| Participation rate | 11.1% | 64.0%-52.9pp | 56.3%-45.2pp | 79.9%-68.8pp |
| Annual return | -77.18% | 248.26%-325.4pp | 358.33%-435.5pp | 145.39%-222.6pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $92 | $2,274-96.0% | $1,813-95.0% | $6,396-98.6% |
| Admin fee / account holder | $1,254 | $2,724-54.0% | $2,460-49.0% | $12,562-90.0% |