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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 | $4,838 | $30,385-84.1% | $56,054-91.4% | $74,400-93.5% |
| Participation rate | 1.2% | 32.9%-31.7pp | 52.5%-51.3pp | 67.2%-66.0pp |
| Annual return | 4.13% | 24.92%-20.8pp | 1705.95%-1701.8pp | 1367.51%-1363.4pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $57 | $1,174-95.1% | $1,952-97.1% | $4,348-98.7% |
| Admin fee / account holder | $3,144 | $2,361+33.2% | $2,822+11.4% | $1,944+61.7% |