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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 | $812 | $25,979-96.9% | $71,778-98.9% | $68,490-98.8% |
| Participation rate | 8.8% | 54.5%-45.7pp | 62.3%-53.6pp | 67.9%-59.1pp |
| Annual return | -43.26% | -15.10%-28.2pp | 9.15%-52.4pp | -7.85%-35.4pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $134 | $1,522-91.2% | $2,656-95.0% | $4,028-96.7% |
| Admin fee / account holder | $747 | $2,022-63.0% | $3,974-81.2% | $5,403-86.2% |