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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 | $1,980 | $67,823-97.1% | $52,425-96.2% | $137,256-98.6% |
| Participation rate | 18.8% | 63.9%-45.2pp | 55.6%-36.9pp | 80.0%-61.2pp |
| Annual return | -4.18% | 219.11%-223.3pp | 302.12%-306.3pp | 220.34%-224.5pp |
| Employer contribution / active EE | $34 | $1,163-97.1% | $914-96.3% | $4,156-99.2% |
| Participant deferral / active EE | $109 | $2,288-95.2% | $1,790-93.9% | $6,407-98.3% |
| Admin fee / account holder | $474 | $2,844-83.3% | $2,495-81.0% | $12,270-96.1% |