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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 | $1,523 | $67,823-97.8% | $52,425-97.1% | $137,256-98.9% |
| Participation rate | 57.1% | 63.9%-6.8pp | 55.6%+1.5pp | 80.0%-22.8pp |
| Annual return | -70.56% | 219.11%-289.7pp | 302.12%-372.7pp | 220.34%-290.9pp |
| Employer contribution / active EE | $1,046 | $1,163-10.0% | $914+14.4% | $4,156-74.8% |
| Participant deferral / active EE | $100 | $2,288-95.6% | $1,790-94.4% | $6,407-98.4% |
| Admin fee / account holder | $588 | $2,844-79.3% | $2,495-76.4% | $12,270-95.2% |