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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $1,983 | $76,522-97.4% | $56,033-96.5% | $145,884-98.6% |
| Participation rate | 26.7% | 63.2%-36.6pp | 52.5%-25.8pp | 80.3%-53.6pp |
| Annual return | 2.07% | 3014.28%-3012.2pp | 1711.38%-1709.3pp | 551.85%-549.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $555 | $2,624-78.8% | $1,954-71.6% | $6,690-91.7% |
| Admin fee / account holder | $497 | $3,328-85.1% | $2,827-82.4% | $13,392-96.3% |