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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 | $3,468 | $29,716-88.3% | $56,077-93.8% | $80,925-95.7% |
| Participation rate | 12.3% | 41.7%-29.4pp | 52.5%-40.2pp | 67.7%-55.4pp |
| Annual return | -40.74% | 35.30%-76.0pp | 1709.28%-1750.0pp | 35.65%-76.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $100 | $1,228-91.9% | $1,954-94.9% | $4,299-97.7% |
| Admin fee / account holder | $2,384 | $2,432-2.0% | $2,825-15.6% | $6,940-65.7% |