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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 | $5,685 | $88,815-93.6% | $81,882-93.1% | $145,897-96.1% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | -10.42% | 1033.75%-1044.2pp | 779.47%-789.9pp | 552.29%-562.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $531 | $4,647-88.6% | $4,323-87.7% | $6,689-92.1% |
| Admin fee / account holder | $643 | $8,434-92.4% | $7,360-91.3% | $13,390-95.2% |