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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 | $2,608 | $84,464-96.9% | $61,399-95.8% | $134,509-98.1% |
| Participation rate | 10.0% | 62.2%-52.2pp | 52.6%-42.6pp | 81.2%-71.2pp |
| Annual return | -21.82% | 585.06%-606.9pp | 338.81%-360.6pp | 418.13%-440.0pp |
| Employer contribution / active EE | $85 | $1,545-94.5% | $1,159-92.6% | $4,741-98.2% |
| Participant deferral / active EE | $94 | $2,818-96.7% | $2,124-95.6% | $6,400-98.5% |
| Admin fee / account holder | $2,217 | $2,587-14.3% | $2,131+4.0% | $11,427-80.6% |